Woodland, 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, Woodland, WA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $71,612,205 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$71,612,205
Total reported liabilities (EOY)
$71,055
Total reported net assets (EOY)
$71,541,150

Contributions & income

Employer contributions
$2,746,445
Participant contributions
$5,354,895
Total income / additions
$28,610,321

Expenses & distributions

Benefits paid / distributions
$8,806,307
Total expenses
$9,412,019
Net increase / (decrease)
$19,198,302

Coverage

Total reported participants
3,933
Plans with financial statements
6
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodland, 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 Woodland, WA
PlanSponsorReported assets (EOY)Year
Pension Plan For Employees Of U.S. Natural Resources And Friedrich Air Conditioning Co.Usnr, LLC$41,979,1502023
Stellar J 401(K) Retirement PlanStellar J. Corporation$18,065,3972023
Lifeport 401(K) PlanTac Lifeport Holdings, LLC$7,018,6702023
G. Loomis Iti 401(K) Savings PlanG. Loomis, Inc.$4,548,9882023
Usnr, LLC 401(K) Tax Sheltered PlanUsnr, LLC$02023
Larkindell Farm, Inc. Retirement PlanLarkindell Farm, Inc.$02023
Usnr, LLC Welfare Benefits PlanUsnr, LLCnot reported in the loaded dataset2023
Lifeport, LLC Health And Welfare PlanLifeport, LLCnot reported in the loaded dataset2023
Portco Corporation Welfare Benefit PlanPortco Corporationnot reported in the loaded dataset2023
Atlas Plumbing Contractors Welfare Benefit PlanAtlas Plumbing Contractorsnot reported in the loaded dataset2023

Related Form 5500 pages