2023 Form 5500 filing — Northwest Roofers & Employers Health & Security 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 20250115102329NAL0021604353002) for Northwest Roofers & Employers Health & Security Plan, reported by Northwest Roofers & Employers Health & S Board Of Trustees under EIN 91-6030802 and plan number 501. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115102329NAL0021604353002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northwest Roofers & Employers Health & S Board Of Trustees
- EIN
- 91-6030802
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,290,338
- Total liabilities (EOY)
- $1,887,811
- Net assets (EOY)
- $24,402,527
- Employer contributions
- $10,256,127
- Participant contributions
- $65,226
- Total income / additions
- $12,410,269
- Benefits paid
- $6,595,616
- Administrative expenses
- $928,050
- Total expenses
- $7,523,666
- Net increase / (decrease)
- $4,886,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Svc, Inc. | NONE | $355,628 | not reported in the loaded dataset |
| Premera Blue Cross | NONE | $194,187 | not reported in the loaded dataset |
| Withumsmith&Brown, Pc | NONE | $50,038 | not reported in the loaded dataset |
| Healthlinx LLC | NONE | $47,750 | not reported in the loaded dataset |
| Innovative Care Management, Inc. | NONE | $45,237 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $35,310 | not reported in the loaded dataset |
| Innovative Cost Mgmt Services, Inc. | NONE | $34,800 | not reported in the loaded dataset |
| Reid, Ballew, Leahy & Holland, Llp | NONE | $30,000 | not reported in the loaded dataset |
| Zelis | NONE | $25,667 | not reported in the loaded dataset |
| Optumrx | NONE | $21,827 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $14,490 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $11,861 | not reported in the loaded dataset |
| Change Healthcare | NONE | $9,127 | not reported in the loaded dataset |
| Bank Of America | NONE | $7,660 | not reported in the loaded dataset |
| Alaffia Technology | NONE | $7,500 | not reported in the loaded dataset |
| Robert A. Bohrer, Pllc | NONE | $5,825 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $0 | $0 |