2023 Form 5500 filing — Northwest Iam 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 20250509161135NAL0013891137001) for Northwest Iam Benefit Trust, reported by Bot-Northwest Iam Benefit Trust under EIN 23-7013313 and plan number 518. It reports 1,740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509161135NAL0013891137001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot-Northwest Iam Benefit Trust
- EIN
- 23-7013313
- Plan number
- 518
- Location
- Mercer Island, WA
- Participants
- 1,740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,589,873
- Total liabilities (EOY)
- $703,220
- Net assets (EOY)
- $8,886,653
- Employer contributions
- $3,341,077
- Participant contributions
- $3,077
- Total income / additions
- $4,226,426
- Benefits paid
- $2,347,738
- Administrative expenses
- $526,091
- Total expenses
- $2,873,829
- Net increase / (decrease)
- $1,352,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare And Pension Administration | NONE | $364,571 | not reported in the loaded dataset |
| Barlow, Coughran, Morales & Josephs | NONE | $34,884 | not reported in the loaded dataset |
| Innovative Cost Management Services | NONE | $34,800 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $18,398 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $16,292 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $12,820 | not reported in the loaded dataset |