2023 Form 5500 filing — Unitehere Northwest Health Trust Fund
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 20250312153524NAL0019262401001) for Unitehere Northwest Health Trust Fund, reported by Board Of Trustees, Unitehere Northwest Health Trust Fund under EIN 91-0590441 and plan number 501. It reports 1,992 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312153524NAL0019262401001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Unitehere Northwest Health Trust Fund
- EIN
- 91-0590441
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 1,992
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,382,566
- Total liabilities (EOY)
- $6,623,807
- Net assets (EOY)
- $91,758,759
- Employer contributions
- $31,695,391
- Participant contributions
- $85,887
- Total income / additions
- $37,025,359
- Benefits paid
- $25,908,720
- Administrative expenses
- $2,463,357
- Total expenses
- $28,372,077
- Net increase / (decrease)
- $8,653,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $1,189,128 | not reported in the loaded dataset |
| Aetna | NONE | $636,329 | not reported in the loaded dataset |
| Vera Whole Health, Inc | NONE | $135,000 | not reported in the loaded dataset |
| Brown & Brown Of Washington, Inc. | NONE | $102,000 | $2,434 |
| Withumsmith+Brown, Pc | NONE | $64,542 | not reported in the loaded dataset |
| Unite Here Local 8 | PARTICIPATING LOCAL | $64,268 | not reported in the loaded dataset |
| First Choice Health Network, Inc. | NONE | $59,719 | not reported in the loaded dataset |
| Weinberg, Rogers & Rosenfeld | NONE | $47,236 | not reported in the loaded dataset |
| Bank Of America, Na | NONE | $33,323 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $27,656 | $0 |
| Rbc Wealth Management | NONE | $25,000 | not reported in the loaded dataset |
| Kristin Manwaring Insurance | NONE | $24,000 | not reported in the loaded dataset |
| Service Printing Company, Inc. | NONE | $6,100 | not reported in the loaded dataset |
| Aukema & Associates, Inc | NONE | $5,100 | not reported in the loaded dataset |