2023 Form 5500 filing — United Employees Benefit Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240619172214NAL0000283491001) for United Employees Benefit Trust, reported by United Employees Benefit Trust under EIN 91-6061910 and plan number 501. It reports 2,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240619172214NAL0000283491001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Employees Benefit Trust
- EIN
- 91-6061910
- Plan number
- 501
- Location
- Tacoma, WA
- Participants
- 2,053
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,116,771
- Total liabilities (EOY)
- $4,230,525
- Net assets (EOY)
- $50,886,246
- Employer contributions
- $30,046,978
- Participant contributions
- $147,800
- Total income / additions
- $32,713,878
- Benefits paid
- $27,104,699
- Administrative expenses
- $1,234,155
- Total expenses
- $28,338,854
- Net increase / (decrease)
- $4,375,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premera | CLAIMS CONSULTANT | $692,075 | not reported in the loaded dataset |
| Innovative Care Management, Inc. | CLAIMS CONSULTANT | $196,228 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | IT SUPPORT PROVIDER | $137,752 | not reported in the loaded dataset |
| Diana Clark | EMPLOYEE | $130,732 | not reported in the loaded dataset |
| Washington Capital Management. Inc. | INVESTMENT CUSTODIAN | $103,632 | not reported in the loaded dataset |
| United Employee Benefit Trust | EMPLOYEE BENEFITS | $81,060 | not reported in the loaded dataset |
| Michele Hasenauer | EMPLOYEE | $69,501 | not reported in the loaded dataset |
| Susan Mcgivern | EMPLOYEE | $69,287 | not reported in the loaded dataset |
| Shaun-Dee Williams | EMPLOYEE | $68,309 | not reported in the loaded dataset |
| Cindy Mattingly | EMPLOYEE | $65,592 | not reported in the loaded dataset |
| Propel Insurance | CONSULTANT | $65,056 | not reported in the loaded dataset |
| Key Bank | CUSTODIAL | $48,561 | not reported in the loaded dataset |
| Western Conference Teamsters | EMPLOYEE BENEFITS | $46,524 | not reported in the loaded dataset |
| Network Secure Solutions, LLC | IT CONSULTANT | $46,275 | not reported in the loaded dataset |
| Delta Dental Of Washington | CLAIMS CONSULTANT | $40,105 | not reported in the loaded dataset |
| Quadient Finance Usa, Inc. | PRINTING SERVICES | $39,207 | not reported in the loaded dataset |
| Print Nw | PRINTING SERVICES | $34,414 | not reported in the loaded dataset |
| Teamsters Local Union #313 | LESSOR | $32,400 | not reported in the loaded dataset |
| Wapal Fund | BEHAVIORAL CONSULTANT | $31,910 | not reported in the loaded dataset |
| Bmi Audit Services | HEALTH CLAIMS AUDITOR | $30,893 | not reported in the loaded dataset |
| Barlow, Coughran, Morales, & Joseph | ATTORNEY | $29,100 | not reported in the loaded dataset |
| Ah! The Element Of Surprise, LLC. | HR CONSULTANT | $29,027 | not reported in the loaded dataset |
| Pharmaceutical Strategies Group LLC | CLAIMS CONSULTANT | $27,500 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | ACCOUNTANT | $21,940 | not reported in the loaded dataset |
| Renalogic, Inc. | MANAGED CARE | $19,517 | not reported in the loaded dataset |
| Vsp Vision Care | VISION CONSULTANT | $16,736 | not reported in the loaded dataset |
| Maxorplus, Ltd | CLAIMS PROCESSOR | $15,486 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | ACCOUNTANT | $13,989 | not reported in the loaded dataset |
| Interremedy Insurance Services LLC | INSURANCE CONSULTANT | $12,327 | not reported in the loaded dataset |
| The Travelers Companies, Inc. | INSURANCE PROVIDER | $8,250 | not reported in the loaded dataset |
| Green Light Cost Management | HEALTH CLAIMS REVIEW | $7,079 | not reported in the loaded dataset |
| Pacific Office Automation | LESSOR | $6,906 | not reported in the loaded dataset |
| The Chubb Corporation | INSURANCE PROVIDER | $6,191 | not reported in the loaded dataset |
| Iron Mountain | RENTER | $5,807 | not reported in the loaded dataset |
| Washington Teamsters Welfare Trust | EMPLOYEE BENEFITS | $5,691 | not reported in the loaded dataset |