2023 Form 5500 filing — Puget Sound Benefits 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 20241009150450NAL0033152352001) for Puget Sound Benefits Trust, reported by Board Of Trustees Puget Sound Benefits Trust under EIN 91-6028312 and plan number 501. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150450NAL0033152352001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Puget Sound Benefits Trust
- EIN
- 91-6028312
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,817,186
- Total liabilities (EOY)
- $471,251
- Net assets (EOY)
- $6,345,935
- Employer contributions
- $5,373,320
- Participant contributions
- $82,987
- Total income / additions
- $5,932,959
- Benefits paid
- $5,404,448
- Administrative expenses
- $508,605
- Total expenses
- $5,913,053
- Net increase / (decrease)
- $19,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Svc, Inc. | PARTICIPATING EMPLOYER | $237,391 | not reported in the loaded dataset |
| Premera | NONE | $71,520 | not reported in the loaded dataset |
| Delta Dental Of Washington | NONE | $44,830 | not reported in the loaded dataset |
| Propel Insurance | NONE | $44,100 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $26,723 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $13,288 | not reported in the loaded dataset |
| Barlow Coughran Morales Josephson | PARTICIPATING EMPLOYER | $10,200 | not reported in the loaded dataset |
| Innovative Care Management | NONE | $9,910 | not reported in the loaded dataset |
| Zelis Claim Integrity | NONE | $9,772 | not reported in the loaded dataset |
| Bank Of America | NONE | $6,898 | not reported in the loaded dataset |