2023 Form 5500 filing — Machinists Health & Welfare 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 20250514124245NAL0018809617001) for Machinists Health & Welfare Trust Fund, reported by Board Of Trustees, Machinists Health & Welfare Trust under EIN 91-1363505 and plan number 501. It reports 1,382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514124245NAL0018809617001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Machinists Health & Welfare Trust
- EIN
- 91-1363505
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 1,382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,731,483
- Total liabilities (EOY)
- $2,642,341
- Net assets (EOY)
- $53,089,142
- Employer contributions
- $27,201,794
- Participant contributions
- $236,249
- Total income / additions
- $31,046,007
- Benefits paid
- $24,130,744
- Administrative expenses
- $1,772,239
- Total expenses
- $25,902,983
- Net increase / (decrease)
- $5,143,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regence Blueshield | NONE | $997,490 | $0 |
| Welfare & Pension Admin. Service | NONE | $305,966 | not reported in the loaded dataset |
| Gail E Mcginn Insurance | NONE | $100,000 | not reported in the loaded dataset |
| Brown & Brown Dba Dimartino | NONE | $100,000 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $57,400 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $42,063 | not reported in the loaded dataset |
| Highland Capital Advisors | NONE | $35,832 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $25,244 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $24,648 | not reported in the loaded dataset |
| Bank Of America | NONE | $5,803 | not reported in the loaded dataset |