2023 Form 5500 filing — Western Washington U.A. Supplemental Pension Plan
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 20241009171819NAL0019697057001) for Western Washington U.A. Supplemental Pension Plan, reported by Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan under EIN 91-1879397 and plan number 001. It reports 5,488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009171819NAL0019697057001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Western Wa U.A. Supplemental Pension Plan
- EIN
- 91-1879397
- Plan number
- 001
- Location
- Bothell, WA
- Participants
- 5,488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $573,824,074
- Total liabilities (EOY)
- $969,560
- Net assets (EOY)
- $572,854,514
- Employer contributions
- $31,476,590
- Participant contributions
- $10,719,814
- Total income / additions
- $130,384,011
- Benefits paid
- $28,803,255
- Administrative expenses
- $1,086,789
- Total expenses
- $29,890,044
- Net increase / (decrease)
- $100,493,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $364,702 | not reported in the loaded dataset |
| Milliman | NONE | $352,102 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $64,360 | $0 |
| Washington Capital Management, Inc | NONE | $53,195 | not reported in the loaded dataset |
| Verus | NONE | $50,625 | not reported in the loaded dataset |
| Barlow Coughran Morales Josephson | NONE | $48,987 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $22,631 | not reported in the loaded dataset |
| Segal Select Ins Services, Inc. | NONE | $0 | $17,417 |
| Wells Fargo Bank Na | NONE | $13,812 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $11,622 | not reported in the loaded dataset |
| Us Bank | NONE | $8,191 | not reported in the loaded dataset |