2023 Form 5500 filing — Staff Retirement Plan Of The Washington Education Association
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 20250613111833NAL0015636851001) for Staff Retirement Plan Of The Washington Education Association, reported by Washington Education Association under EIN 91-0460645 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613111833NAL0015636851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Education Association
- EIN
- 91-0460645
- Plan number
- 001
- Location
- Federal Way, WA
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $179,412,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $179,412,917
- Employer contributions
- $10,330,720
- Participant contributions
- $316,685
- Total income / additions
- $31,993,233
- Benefits paid
- $11,014,617
- Administrative expenses
- $444,869
- Total expenses
- $11,459,486
- Net increase / (decrease)
- $20,533,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $117,168 | not reported in the loaded dataset |
| Rvk, Inc | NONE | $75,795 | not reported in the loaded dataset |
| Hoisington Investment Management Co | NONE | $53,187 | not reported in the loaded dataset |
| U.S. Bank | NONE | $49,380 | not reported in the loaded dataset |
| Pinnacle Assoc. Ltd | NONE | $47,525 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $30,000 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $23,304 | not reported in the loaded dataset |
| Tremper & Co. Llp | NONE | $16,735 | not reported in the loaded dataset |