2023 Form 5500 filing — Retiree'S Welfare 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 20241015184253NAL0015268451004) for Retiree'S Welfare Trust, reported by Retiree'S Welfare Trust Board Of Trustees under EIN 91-6065367 and plan number 501. It reports 19,069 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184253NAL0015268451004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Retiree'S Welfare Trust Board Of Trustees
- EIN
- 91-6065367
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 19,069
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $133,666,487
- Total liabilities (EOY)
- $5,213,110
- Net assets (EOY)
- $128,453,377
- Employer contributions
- $31,318,161
- Participant contributions
- $17,501,629
- Total income / additions
- $58,147,472
- Benefits paid
- $36,345,116
- Administrative expenses
- $4,007,134
- Total expenses
- $40,352,250
- Net increase / (decrease)
- $17,795,222
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $3,279,190 | not reported in the loaded dataset |
| Premera Blue Cross | NONE | $457,408 | not reported in the loaded dataset |
| Propel Insurance | NONE | $58,326 | not reported in the loaded dataset |
| Wells Fargo | NONE | $56,996 | not reported in the loaded dataset |
| Dimartino Associates | NONE | $42,000 | not reported in the loaded dataset |
| Wilmington Trust Company | NONE | $24,860 | $0 |
| Medimpact Healthcare Systems, Inc. | NONE | $22,006 | not reported in the loaded dataset |
| Reid, Mccarthy, Ballew & Leahy, Llp | NONE | $16,766 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $15,995 | not reported in the loaded dataset |
| Kaye-Smith | NONE | $11,080 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $8,000 | not reported in the loaded dataset |
| Service Printing Co. Inc. | NONE | $5,590 | not reported in the loaded dataset |