2023 Form 5500 filing — Iaff Local 726 Health And Welfare Trust 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 20241015172540NAL0029248465002) for Iaff Local 726 Health And Welfare Trust Plan, reported by Iaff Local 726 Health And Welfare Trust under EIN 46-4261390 and plan number 501. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172540NAL0029248465002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Iaff Local 726 Health And Welfare Trust
- EIN
- 46-4261390
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,157,727
- Total liabilities (EOY)
- $1,234,235
- Net assets (EOY)
- $10,923,492
- Employer contributions
- $12,367,886
- Participant contributions
- $1,160,533
- Total income / additions
- $14,538,379
- Benefits paid
- $12,811,312
- Administrative expenses
- $171,934
- Total expenses
- $12,983,246
- Net increase / (decrease)
- $1,555,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Washington | NONE | $0 | $272,783 |
| Vimly Benefit Solutions, Inc. | NONE | $18,977 | $61,955 |
| Benefit Plan Administrative Service | NONE | $69,356 | not reported in the loaded dataset |
| Iaff 726 | SPONSORING LOCAL | $23,100 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas Pllc | NONE | $15,000 | not reported in the loaded dataset |