2023 Form 5500 filing — Cawa Arizona Health 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 20241003155313NAL0017487904004) for Cawa Arizona Health Trust, reported by Cawa Arizona Health Trust Board Of Trustees under EIN 83-4669944 and plan number 501. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003155313NAL0017487904004
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cawa Arizona Health Trust Board Of Trustees
- EIN
- 83-4669944
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,851
- Total liabilities (EOY)
- $141,479
- Net assets (EOY)
- -$50,628
- Employer contributions
- $1,250,094
- Total income / additions
- $1,250,094
- Benefits paid
- $1,092,709
- Administrative expenses
- $160,114
- Total expenses
- $1,252,823
- Net increase / (decrease)
- -$2,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Wa Dba Dimartino A | NONE | $28,293 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $18,182 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $14,000 | not reported in the loaded dataset |
| Advisors Health Insurance LLC | not reported in the loaded dataset | $11,998 | $0 |
| Rogers Benefit Group, Inc | not reported in the loaded dataset | $11,337 | $0 |
| Victoria Stephens | NONE | $8,651 | not reported in the loaded dataset |
| Francis Leclaire Insurance Agency | NONE | $8,081 | $0 |
| Magnuson & Associates Ltd | NONE | $6,585 | not reported in the loaded dataset |