2023 Form 5500 filing — Sound Health & Wellness 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 20250114152504NAL0011727955001) for Sound Health & Wellness Trust, reported by Board Of Trustees, Sound Health & Wellness Trust under EIN 91-6058475 and plan number 501. It reports 36,512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114152504NAL0011727955001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Sound Health & Wellness Trust
- EIN
- 91-6058475
- Plan number
- 501
- Location
- Bothell, WA
- Participants
- 36,512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $166,213,396
- Total liabilities (EOY)
- $88,929,315
- Net assets (EOY)
- $77,284,081
- Employer contributions
- $275,655,337
- Participant contributions
- $14,231,937
- Total income / additions
- $297,104,717
- Benefits paid
- $304,912,194
- Administrative expenses
- $6,587,231
- Total expenses
- $311,499,425
- Net increase / (decrease)
- -$14,394,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kaiser Foundation Health Plan Of Wa | NONE | $17,469,696 | not reported in the loaded dataset |
| Zenith American Solutions | CONTRIBUTING EMPLOYER | $5,518,490 | $756,945 |
| Aetna | NONE | $3,773,987 | not reported in the loaded dataset |
| Guardian Nurses Healthcare Advocate | NONE | $1,431,207 | not reported in the loaded dataset |
| Delta Dental Of Washington | NONE | $1,333,427 | not reported in the loaded dataset |
| Webmd Health Services Group, Inc | NONE | $1,099,189 | not reported in the loaded dataset |
| Zelis Claims Integrity, LLC | NONE | $689,678 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $522,686 | not reported in the loaded dataset |
| Activehealth Mgmt Services | NONE | $483,200 | not reported in the loaded dataset |
| Medical Insurance Consulting Group | NONE | $476,059 | not reported in the loaded dataset |
| Cheiron, Inc | NONE | $349,809 | not reported in the loaded dataset |
| Service Printing Co. Inc. | NONE | $255,388 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $228,990 | not reported in the loaded dataset |
| Rael & Letson | NONE | $222,196 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $160,998 | not reported in the loaded dataset |
| Washington Health Alliance | NONE | $135,286 | not reported in the loaded dataset |
| Aukema & Associates Inc. | NONE | $114,750 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $104,002 | not reported in the loaded dataset |
| Welldyne Rx, Inc | NONE | $84,780 | not reported in the loaded dataset |
| Publishers Mailing Services | NONE | $73,408 | not reported in the loaded dataset |
| Lockton Companies LLC | NONE | $64,416 | not reported in the loaded dataset |
| Verus Advisory, Inc | NONE | $43,333 | not reported in the loaded dataset |
| Iron Mountain, Inc. | NONE | $39,394 | not reported in the loaded dataset |
| The Edgewater Hotel | NONE | $27,944 | not reported in the loaded dataset |
| Allmed Healthcare Management Inc. | NONE | $23,938 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $17,670 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $16,971 | $0 |
| The Segal Company | NONE | $14,950 | not reported in the loaded dataset |
| Segal Select Ins Services, Inc | NONE | $0 | $14,086 |
| Barlow Coughran Morales Josephson | NONE | $13,628 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $12,672 | not reported in the loaded dataset |
| Panagora Asset Management, Inc. | NONE | $6,524 | $0 |