Brown & Haley — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Brown & Haley (EIN 91-0157130) is a plan sponsor located in Tacoma, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-0157130
Location
Tacoma, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,768,278
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,768,278

Contributions & income

Employer contributions
$85,667
Participant contributions
$101,481
Total income / additions
$605,376

Expenses & distributions

Benefits paid / distributions
$75,812
Total expenses
$80,681
Net increase / (decrease)
$524,695

Coverage

Total reported participants
349
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Brown & Haley plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees005175$2,768,2782023
Brown And Haley Group Health And Welfare Plan504174not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Brown & Haley
YearPlanParticipantsSchedulesFiling
2023Brown And Haley Group Health And Welfare Plan17420240711133952NAL0025041584001
2023Brown & Haley 401(K) Retirement Plan For Bargaining Unit Employees175H, C20241015143033NAL0014846115001

Related Form 5500 pages