2023 Form 5500 filing — Wa-Id Laborers Employers Pension 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 20250313165940NAL0033362192003) for Wa-Id Laborers Employers Pension Trust, reported by Wa-Id Laborers Employers Pension Trust under EIN 91-6123988 and plan number 001. It reports 4,210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313165940NAL0033362192003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Wa-Id Laborers Employers Pension Trust
- EIN
- 91-6123988
- Plan number
- 001
- Location
- Bothell, WA
- Participants
- 4,210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,180,756
- Total liabilities (EOY)
- $315,561
- Net assets (EOY)
- $198,865,195
- Employer contributions
- $13,423,989
- Total income / additions
- $33,836,155
- Benefits paid
- $14,676,673
- Administrative expenses
- $1,384,602
- Total expenses
- $16,061,275
- Net increase / (decrease)
- $17,774,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $199,363 | not reported in the loaded dataset |
| Bny Mellon Invest Mgmt Cayman Ltd. | NONE | $148,411 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $142,273 | not reported in the loaded dataset |
| Brandywine Global Investment Mgmt | NONE | $120,569 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $99,106 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $97,319 | not reported in the loaded dataset |
| Quest Investment Management, LLC | NONE | $91,994 | $0 |
| Nepc, LLC | NONE | $84,615 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $63,038 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $58,801 | $0 |
| Turner, Stoeve & Gagliardi, Ps | NONE | $44,833 | not reported in the loaded dataset |
| Propel Insurance | NONE | $29,715 | not reported in the loaded dataset |
| Anastasi, Moore & Martin, Pllc | NONE | $23,750 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $21,004 | $0 |
| Wells Fargo Bank, Na | NONE | $9,375 | $0 |
| Benefits Resource N.W LLC | NONE | $9,017 | not reported in the loaded dataset |