2023 Form 5500 filing — Western Employees Benefit 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 20241224141151NAL0005452403001) for Western Employees Benefit Plan, reported by Board Of Trustees Of The Western Employees Benefit Plan under EIN 91-1154065 and plan number 001. It reports 6,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241224141151NAL0005452403001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Western Employees Benefit Plan
- EIN
- 91-1154065
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 6,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,404,882
- Total liabilities (EOY)
- $750
- Net assets (EOY)
- $92,404,132
- Employer contributions
- $2,576,949
- Participant contributions
- $1,809,740
- Total income / additions
- $19,189,167
- Benefits paid
- $5,376,163
- Administrative expenses
- $734,817
- Total expenses
- $6,110,980
- Net increase / (decrease)
- $13,078,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eb Management Company | NONE | $610,616 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $60,302 | not reported in the loaded dataset |
| Scott Capital Advisors | NONE | $32,500 | not reported in the loaded dataset |
| Law Office Of Richard A Ekman, P.S. | NONE | $9,000 | not reported in the loaded dataset |
| Clark, Raymond & Company, Pllc | NONE | $7,500 | not reported in the loaded dataset |