2023 Form 5500 filing — Associated General Contractors Health Benefit 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 20250113152309NAL0010728211001) for Associated General Contractors Health Benefit Trust, reported by Oregon-Columbia Chapter Agc Of America, Inc. under EIN 23-7170147 and plan number 501. It reports 783 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113152309NAL0010728211001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Oregon-Columbia Chapter Agc Of America, Inc.
- EIN
- 23-7170147
- Plan number
- 501
- Location
- Wilsonville, OR
- Participants
- 783
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,794,598
- Total liabilities (EOY)
- $33,846
- Net assets (EOY)
- $1,760,752
- Employer contributions
- $7,623,848
- Participant contributions
- $36,274
- Total income / additions
- $7,854,891
- Benefits paid
- $7,157,155
- Administrative expenses
- $528,790
- Total expenses
- $7,685,945
- Net increase / (decrease)
- $168,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jd Fulwiler & Co Insurance, Inc | NONE | $171,718 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $67,918 | not reported in the loaded dataset |
| Hub International Northwest, LLC | NONE | $36,904 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $24,927 | not reported in the loaded dataset |
| Diversified Benefits Management | NONE | $24,492 | not reported in the loaded dataset |
| K.P.D. Insurance LLC | NONE | $24,485 | not reported in the loaded dataset |
| Cravinho & Jaeger Financial Service | NONE | $23,163 | not reported in the loaded dataset |
| Mji Inc Dba Hagan Hamilton | NONE | $21,452 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $13,931 | not reported in the loaded dataset |
| Golson Scruggs Insurance Inc | NONE | $13,178 | not reported in the loaded dataset |
| Brown & Brown Northwest Insurance | NONE | $12,939 | not reported in the loaded dataset |
| Parker Smith And Feek, Inc | NONE | $10,634 | not reported in the loaded dataset |
| Huggins Insurance Services, Inc | NONE | $10,613 | not reported in the loaded dataset |
| Laporte & Associates Inc | NONE | $8,043 | not reported in the loaded dataset |
| Weis & Associates, Inc | NONE | $7,679 | not reported in the loaded dataset |
| Nfp Corporate Services (Nw) Inc | NONE | $5,603 | not reported in the loaded dataset |
| Cathy Merz Insurance, Cinc | NONE | $5,049 | not reported in the loaded dataset |