Plan5500

Mountlake Terrace, 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, Mountlake Terrace, WA has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $672,169,158 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$672.2MSummed across loaded plans$672,169,158
Total reported assets$672.2M$672,169,158
Total reported participants7K7,029
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$672.2M total assets
Net assets$672.2MLiabilities$0
Contributions & income
Employer contributions$11.3M
Participant contributions$37.1M
Total income / additions$153.3M
Expenses & distributions
Benefits paid / distributions$44.6M
Total expenses$45.1M
Net increase / (decrease)$108.2M

Data coverage

Plans with financial statements5 / 9 (56%)
Plans with provider compensation2 / 9 (22%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mountlake Terrace, 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.

Computed from loaded plans

Mountlake Terrace market comparison

Largest plan share of assets89%Premera 401(K) Savings Plan
Participants per plan781Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Mountlake Terrace

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Premera 401(K) Savings Plan$600.8M
    Premera · 2023
  2. 2
    1st Security Bank Of Washington 401(K) Plan And Trust$51.6M
    1st Security Bank Of Washington · 2023
  3. 3
    Fs Bancorp, Inc. Employee Stock Ownership Plan$17.3M
    1st Security Bank Of Washington · 2023
  4. 4
    Mindful Support Services 401(K) Plan$1.3M
    Mindful Support Services, LLC · 2023
  5. 5
    Mhl Tech Solutions, Inc. Retirement Plan$1.1M
    Mhl Tech Solutions, Inc. · 2023
  6. 6
    Mindful Support Services, LLC Welfare Benefit Plannot reported in the loaded dataset
    Mindful Support Services, LLC · 2023
  7. 7
    Healthfirst Benefits Plannot reported in the loaded dataset
    Hf Acquisition Co. LLC Dba Healthfirst · 2023
  8. 8
    Benefit Plan For 1st Security Bank Of Wanot reported in the loaded dataset
    1st Security Bank Of Washington · 2023
  9. 9
    Healthfirst Benefits Plannot reported in the loaded dataset
    Hf Acquisition Co. LLC Dba Healthfirst · 2023

Largest plans in Mountlake Terrace → · Mountlake Terrace plans by participants → · Mountlake Terrace plans with financial data → · Mountlake Terrace plans with provider compensation → · $1B+ plans in Mountlake Terrace →

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