2023 Form 5500 filing — Awb Healthchoice Employee Benefits Trust - Technology

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 20241014174339NAL0054671522001) for Awb Healthchoice Employee Benefits Trust - Technology, reported by The Trustees Of The Employee Benefits Trust under EIN 61-6496436 and plan number 508. It reports 666 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014174339NAL0054671522001
Filing year
2023
Form type
4
Plan sponsor
The Trustees Of The Employee Benefits Trust
EIN
61-6496436
Plan number
508
Location
Olympia, WA
Participants
666
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,505,991
Total liabilities (EOY)
$73,649
Net assets (EOY)
$1,432,342
Employer contributions
$7,502,152
Participant contributions
$52,026
Total income / additions
$7,616,705
Benefits paid
$7,405,491
Administrative expenses
$79,623
Total expenses
$7,485,114
Net increase / (decrease)
$131,591
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Propoint LLCnot reported in the loaded datasetnot reported in the loaded dataset$587,776
Forterra Incnot reported in the loaded datasetnot reported in the loaded dataset$207,197
Vimly Benefit Solutions Incnot reported in the loaded dataset$60,825not reported in the loaded dataset
Cliftonlaronallen Llpnot reported in the loaded dataset$2,459not reported in the loaded dataset
Barnes & Thornburg Llpnot reported in the loaded dataset$1,760not reported in the loaded dataset
Frost & Company Pllcnot reported in the loaded dataset$891not reported in the loaded dataset

Related Form 5500 pages