Mercer Island, WA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mercer Island, WA has 25 loaded benefit plan(s) reported by 24 plan sponsor(s), with $1,889,645,262 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 25
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,889,645,262
- Total reported liabilities (EOY)
- $52,311,178
- Total reported net assets (EOY)
- $1,837,334,084
Contributions & income
- Employer contributions
- $157,556,981
- Participant contributions
- $10,381,387
- Total income / additions
- $445,154,014
Expenses & distributions
- Benefits paid / distributions
- $206,127,199
- Total expenses
- $219,722,112
- Net increase / (decrease)
- $225,431,902
Coverage
- Total reported participants
- 36,399
- Plans with financial statements
- 22
- Plans with provider compensation
- 16
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mercer Island, WA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund | Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | $560,575,431 | 2023 |
| Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund | Board Of Trustees, Iron Workers Local No. 5 & Iwea | $399,532,532 | 2023 |
| Alaska Carpenters Defined Contribution Trust Fund | Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund | $207,845,643 | 2023 |
| Southern Alaska Carpenters Retirement Plan | Trustees Of The Southern Alaska Carp. Retirement Plan | $149,314,290 | 2023 |
| Northern Illinois Annuity Fund | Northern Illinois Annuity Fund | $143,785,633 | 2023 |
| Ironworkers Local #16 Pension Plan | Board Of Trustees, Ironworkers Local #16 Pension Plan | $129,300,133 | 2023 |
| Northwest Glass, Molders, Pottery, Plastics And Allied Workers Pension Plan | Bot, N.W. Gmp & Allied Workers Pension Plan | $86,942,476 | 2023 |
| Northwest Ironworkers Health And Security Plan | Northwest Ironworkers Health And Security Board Of Trustees | $83,613,618 | 2023 |
| Alaska Carpenters Health & Welfare Trust Fund | Board Of Trustees Alaska Carpenters Health & Welfare Trust Fund | $28,880,068 | 2023 |
| Bayley Construction Profit Sharing And 401(K) Plan | Bayley Construction | $25,234,379 | 2023 |
| Liberty Admin Services, LLC 401(K) Retirement Plan | Liberty Admin Services, LLC | $13,289,676 | 2023 |
| Painters And Allied Trades Local 1959 Retirement Plan | Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl | $12,541,292 | 2023 |
| Northwest Iam Benefit Trust | Bot-Northwest Iam Benefit Trust | $9,589,873 | 2023 |
| French American School Of Puget Sound 403(B) Dc Plan | French-American School Of Puget Sound | $9,155,582 | 2023 |
| Day 1 Academies 401(K) Plan | Day 1 Academies | $8,639,087 | 2023 |
| Welfare & Pension Administration Service, Inc. 401(K) Plan For | Welfare & Pension Adm. Services | $5,996,817 | 2023 |
| Azose Commercial Properties, Inc 401(K) Plan | Azose Commercial Properties, Inc. | $5,463,620 | 2023 |
| Receivables Management Inc Profit Sharing Plan & Trust | Receivables Management Inc | $5,449,911 | 2023 |
| Archer National Holdings Inc 401(K) Plan | Archer National Holdings Inc | $3,699,727 | 2023 |
| Naia Natural Products LLC 401(K) Profit Sharing Plan & Trust | Naia Natural Products LLC | $444,846 | 2023 |
| Edward Mcgovern 401(K) Plan | Edward Mcgovern 401(K) Plan | $291,142 | 2023 |
| Yumanity Therapeutics, Inc. 401(K) Plan | Yumanity Therapeutics, Inc. | $59,486 | 2023 |
| Carepath Midco, Inc Health And Welfare Plan | Carepathrx Midco, Inc. | not reported in the loaded dataset | 2023 |
| Best Tire Health And Welfare Benefit Plan | Best Tire Dba Best Tire Center | not reported in the loaded dataset | 2023 |
| Liberty Administrative Services, LLC Welfare Benefits Plan | Liberty Administrative Services, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Mercer Island → · Mercer Island plans by participants → · Mercer Island plans with financial data → · Mercer Island plans with provider compensation → · $1B+ plans in Mercer Island →
Related Form 5500 pages
- All WA Form 5500 filings
- Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund (plan 002)
- Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru — all reported plans
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund (plan 001)
- Board Of Trustees, Iron Workers Local No. 5 & Iwea — all reported plans
- Alaska Carpenters Defined Contribution Trust Fund (plan 002)
- Board Of Trustees, Alaska Carpenter Defined Contribution Trust Fund — all reported plans
- Southern Alaska Carpenters Retirement Plan (plan 001)
- Trustees Of The Southern Alaska Carp. Retirement Plan — all reported plans
- Northern Illinois Annuity Fund (plan 001)
- Northern Illinois Annuity Fund — all reported plans
- Ironworkers Local #16 Pension Plan (plan 001)
- Board Of Trustees, Ironworkers Local #16 Pension Plan — all reported plans
- Northwest Glass, Molders, Pottery, Plastics And Allied Workers Pension Plan (plan 001)
- Bot, N.W. Gmp & Allied Workers Pension Plan — all reported plans
- Northwest Ironworkers Health And Security Plan (plan 501)
- Northwest Ironworkers Health And Security Board Of Trustees — all reported plans
- Alaska Carpenters Health & Welfare Trust Fund (plan 501)
- Board Of Trustees Alaska Carpenters Health & Welfare Trust Fund — all reported plans
- Bayley Construction Profit Sharing And 401(K) Plan (plan 001)
- Bayley Construction — all reported plans
- Liberty Admin Services, LLC 401(K) Retirement Plan (plan 001)
- Liberty Admin Services, LLC — all reported plans
- Painters And Allied Trades Local 1959 Retirement Plan (plan 001)
- Board Of Trustees Of Painters And Allied Trade L 1959 Retirement Pl — all reported plans
- Northwest Iam Benefit Trust (plan 518)
- Bot-Northwest Iam Benefit Trust — all reported plans
- French American School Of Puget Sound 403(B) Dc Plan (plan 001)
- French-American School Of Puget Sound — all reported plans
- Day 1 Academies 401(K) Plan (plan 001)
- Day 1 Academies — all reported plans
- Methodology
- Data sources