2023 Form 5500 filing — Arizona Technology Council Employee 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 20241012174947NAL0048374418003) for Arizona Technology Council Employee Benefit Trust, reported by Arizona Techonology Council Employee Benefit Trust under EIN 84-3009948 and plan number 501. It reports 776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012174947NAL0048374418003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Arizona Techonology Council Employee Benefit Trust
- EIN
- 84-3009948
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $326,010
- Total liabilities (EOY)
- $179,702
- Net assets (EOY)
- $146,308
- Employer contributions
- $7,391,170
- Participant contributions
- $61,383
- Total income / additions
- $7,452,553
- Benefits paid
- $6,453,634
- Administrative expenses
- $928,176
- Total expenses
- $7,381,810
- Net increase / (decrease)
- $70,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Wa, Inc. | NONE | $237,356 | not reported in the loaded dataset |
| Arizona Technology Council | SPONSOR | $148,889 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $111,697 | not reported in the loaded dataset |
| Black Gould & Associates | NONE | $70,995 | not reported in the loaded dataset |
| Rogers Benefit Group, Inc. | NONE | $51,885 | not reported in the loaded dataset |
| Mark J. Matsock & Associates, Inc. | NONE | $32,366 | not reported in the loaded dataset |
| Capital Financial, Plc | NONE | $28,292 | not reported in the loaded dataset |
| Brown & Brown Insurance Of Az | NONE | $28,072 | not reported in the loaded dataset |
| Pioneer Employee Benefits, LLC | NONE | $27,152 | not reported in the loaded dataset |
| Employee Benefit Exchange Corp. | NONE | $22,061 | not reported in the loaded dataset |
| Gbs Arizona, Inc. | NONE | $20,765 | not reported in the loaded dataset |
| Magnuson & Associates Ltd | NONE | $18,296 | not reported in the loaded dataset |
| Pcf Insurance Services Of The West | NONE | $18,203 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas Pllc | NONE | $15,600 | not reported in the loaded dataset |
| Acrisure LLC Dba Strategic Wellness | NONE | $14,038 | not reported in the loaded dataset |
| Horizon Benefits Group | NONE | $13,061 | not reported in the loaded dataset |
| Pacific Coast Benefits Insurance Se | NONE | $12,277 | not reported in the loaded dataset |
| Benefits Gallery, LLC | NONE | $9,101 | not reported in the loaded dataset |
| Arizona Benefit Consultants | NONE | $9,021 | not reported in the loaded dataset |
| Wellspring Family Services Eap | NONE | $7,449 | not reported in the loaded dataset |
| Reseco Insurance Advisors, LLC | NONE | $6,309 | not reported in the loaded dataset |
| Anna L. Heckathorne | NONE | $5,995 | not reported in the loaded dataset |
| Assuredpartners Of Az Dba Hester He | NONE | $5,170 | not reported in the loaded dataset |