2023 Form 5500 filing — Western Healthcare Insurance 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 20241015172533NAL0030485729005) for Western Healthcare Insurance Trust, reported by Board Of Trustees, Western Healthcare Insurance Trust under EIN 90-1075780 and plan number 501. It reports 8,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172533NAL0030485729005
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Board Of Trustees, Western Healthcare Insurance Trust
- EIN
- 90-1075780
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 8,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,920,907
- Total liabilities (EOY)
- $1,080,945
- Net assets (EOY)
- $7,839,962
- Employer contributions
- $9,781,937
- Participant contributions
- $29,502
- Total income / additions
- $10,588,820
- Benefits paid
- $7,990,241
- Administrative expenses
- $739,513
- Total expenses
- $8,729,754
- Net increase / (decrease)
- $1,859,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Washington, Inc, | NONE | $180,531 | $0 |
| Vimly Benefit Solutions, Inc | NONE | $169,133 | not reported in the loaded dataset |
| Parker Smith And Feek, Inc. | NONE | $68,390 | not reported in the loaded dataset |
| Kibble & Prentice Dba Usi Ins Servi | NONE | $33,391 | not reported in the loaded dataset |
| Digital Insurance, Inc. | NONE | $30,684 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $28,811 | not reported in the loaded dataset |
| First Choice Health Employee Assist | NONE | $25,565 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE | $24,798 | not reported in the loaded dataset |
| Washington Hospital Services, Inc. | NONE | $23,700 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $21,750 | not reported in the loaded dataset |
| Mercer Health & Benefits, LLC | NONE | $16,479 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $12,722 | $0 |
| Alliant Insurance Services, Inc. | NONE | $11,754 | not reported in the loaded dataset |
| Hub International Nw, LLC | NONE | $6,156 | not reported in the loaded dataset |
| Ethix Insurance, Inc. | NONE | $6,115 | not reported in the loaded dataset |
| Karin J Morrison Dba Evergreen | NONE | $5,422 | not reported in the loaded dataset |