Sumas, 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, Sumas, WA has 6 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,457,798 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,457,798
Total reported liabilities (EOY)
$1,817
Total reported net assets (EOY)
$9,455,981

Contributions & income

Employer contributions
$708,383
Participant contributions
$1,016,958
Total income / additions
$2,961,657

Expenses & distributions

Benefits paid / distributions
$769,684
Total expenses
$886,349
Net increase / (decrease)
$2,075,308

Coverage

Total reported participants
1,831
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sumas, 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

Largest loaded plans in Sumas, WA
PlanSponsorReported assets (EOY)Year
Teal Jones Lumber Services, Inc. 401(K) PlanTeal Jones Lumber Services, Inc.$9,457,7982023
Ecotex Healthcare Linen Service Corporation Group Medical PlanEcotex Healthcare Linen Service Corporationnot reported in the loaded dataset2023
Ecotex Healthcare Linen Service Corporation Group Dental PlanEcotex Healthcare Linen Service Corporationnot reported in the loaded dataset2023
Ecotex Healthcare Linen Service Corporation Group Life PlanEcotex Healthcare Linen Service Corporationnot reported in the loaded dataset2023
Ecotex Healthcare Linen Service Corporation Group Ad&D PlanEcotex Healthcare Linen Service Corporationnot reported in the loaded dataset2023
Teal-Jones GroupTeal Jones Lumber Services Incnot reported in the loaded dataset2023

Related Form 5500 pages