2023 Form 5500 filing — Omnitrade Health Trust Arrangement
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 20241015172537NAL0049126992003) for Omnitrade Health Trust Arrangement, reported by Omnitrade Health Trust under EIN 27-6838771 and plan number 501. It reports 3,843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172537NAL0049126992003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Omnitrade Health Trust
- EIN
- 27-6838771
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 3,843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,416,276
- Total liabilities (EOY)
- $1,046,672
- Net assets (EOY)
- $369,604
- Employer contributions
- $48,273,900
- Participant contributions
- $347,628
- Total income / additions
- $48,647,157
- Benefits paid
- $43,630,534
- Administrative expenses
- $5,013,861
- Total expenses
- $48,644,395
- Net increase / (decrease)
- $2,762
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Abd Insurance & Financial Services, | NONE | $1,429,539 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $580,075 | not reported in the loaded dataset |
| Associated Industries Management Se | NONE | $388,822 | not reported in the loaded dataset |
| Digital Insurance, Inc. | NONE | $218,211 | not reported in the loaded dataset |
| Acrisure LLC Dba Risq Consulting | NONE | $204,295 | not reported in the loaded dataset |
| Armfield Harrison & Thomas Tech | NONE | $192,157 | not reported in the loaded dataset |
| Davis Wright Tremaine, Llp | NONE | $140,264 | not reported in the loaded dataset |
| Usi Insurance Services National, In | NONE | $125,187 | not reported in the loaded dataset |
| Alaska Employee Benefits, Inc. | NONE | $112,093 | not reported in the loaded dataset |
| Paynewest Insurance, A Marsh & Mcle | NONE | $105,351 | not reported in the loaded dataset |
| Assuredpartners Of Wa, LLC Dba Rgia | NONE | $97,805 | not reported in the loaded dataset |
| Wilson Albers An Alera Group Agency | NONE | $83,675 | not reported in the loaded dataset |
| Aurora National Insurance | NONE | $75,537 | not reported in the loaded dataset |
| Bell-Anderson Agency, Inc. | NONE | $74,792 | not reported in the loaded dataset |
| John B. Scates | TRUSTEE | $73,903 | not reported in the loaded dataset |
| B & F Insurance, LLC | NONE | $61,442 | not reported in the loaded dataset |
| Btg And Associates Dba Btg Benefits | NONE | $57,095 | not reported in the loaded dataset |
| Gregory A Myhre | NONE | $48,145 | not reported in the loaded dataset |
| Gallagher Benefit Services | NONE | $46,380 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $38,675 | not reported in the loaded dataset |
| Psg Washington, Inc. | NONE | $36,666 | not reported in the loaded dataset |
| Marsh Usa, Inc. Dba Marsh & Mclenna | NONE | $34,951 | not reported in the loaded dataset |
| Schoedel & Schoedel Cpas, Pllc | NONE | $33,600 | not reported in the loaded dataset |
| Sprague Israel Giles, Inc. | NONE | $29,838 | not reported in the loaded dataset |
| Wellspring Family Services Eap | NONE | $24,486 | not reported in the loaded dataset |
| Maddock & Associates, LLC | NONE | $23,583 | not reported in the loaded dataset |
| Pro Benefits Of Washington, LLC | NONE | $20,224 | not reported in the loaded dataset |
| Truebenefits LLC | NONE | $18,749 | not reported in the loaded dataset |
| Alaska Benefits- Patricia I Mack | NONE | $17,894 | not reported in the loaded dataset |
| Dave Tuttle Insurance, Inc. | NONE | $17,410 | not reported in the loaded dataset |
| Parker, Smith & Feek | NONE | $17,284 | not reported in the loaded dataset |
| Benefit Design Services, LLC | NONE | $17,171 | not reported in the loaded dataset |
| Mitchell Reed & Schmitten Insurance | NONE | $16,054 | not reported in the loaded dataset |
| Nicholson & Associates Insurance, L | NONE | $14,795 | not reported in the loaded dataset |
| Benefits Consulting Services, LLC | NONE | $14,708 | not reported in the loaded dataset |
| Cummings, Fraser & Associates, LLC | NONE | $14,621 | not reported in the loaded dataset |
| Prosync Insurance Services, LLC | NONE | $14,327 | not reported in the loaded dataset |
| Whitfields Dba Leavitt Group Benefi | NONE | $14,158 | not reported in the loaded dataset |
| Hub International Nw, LLC | NONE | $11,274 | not reported in the loaded dataset |
| R.L. Evans Company, Inc. | NONE | $10,262 | not reported in the loaded dataset |
| Clg Employer Resources | NONE | $10,037 | not reported in the loaded dataset |
| Epic Insurance Solutions, LLC | NONE | $8,967 | not reported in the loaded dataset |
| Pcf Insurance Services Of The West | NONE | $8,668 | not reported in the loaded dataset |
| Stevenson Insurance Agency, LLC | NONE | $7,014 | not reported in the loaded dataset |
| Terril Lewis & Wilke Insurance | NONE | $6,819 | not reported in the loaded dataset |
| Lockton Companies | NONE | $6,797 | not reported in the loaded dataset |
| Duncan & Associates Insurance Broke | NONE | $6,658 | not reported in the loaded dataset |
| Walters & Associates Insurance. Inc | NONE | $5,698 | not reported in the loaded dataset |
| Ghb Insurance, Inc. | NONE | $5,387 | not reported in the loaded dataset |