2023 Form 5500 filing — Central Washington Health Services Association Tax Sheltered Annuity 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 20241015200305NAL0017153955001) for Central Washington Health Services Association Tax Sheltered Annuity Plan, reported by Central Washington Health Services Association under EIN 91-0171250 and plan number 002. It reports 1,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200305NAL0017153955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Washington Health Services Association
- EIN
- 91-0171250
- Plan number
- 002
- Location
- Wenatchee, WA
- Participants
- 1,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,534,502
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $128,534,482
- Employer contributions
- $3,183,961
- Participant contributions
- $4,153,915
- Total income / additions
- $28,725,545
- Benefits paid
- $17,326,462
- Administrative expenses
- $123,934
- Total expenses
- $17,443,046
- Net increase / (decrease)
- $11,282,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $60,032 | $0 |
| Strategic Advisors, Inc | INV ADVISOR | $52,878 | not reported in the loaded dataset |
| Verus | CONSULTANT | $6,250 | not reported in the loaded dataset |
| Harlowe & Falk Llp | LEGAL | $5,024 | not reported in the loaded dataset |