Washington Technology Industry Association Employee Benefit Trust Plan — Form 5500 plan (Washington Technology Industry Association Employee Benefit Trust)
Plain-English plan 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, Washington Technology Industry Association Employee Benefit Trust Plan is a benefit plan reported by Washington Technology Industry Association Employee Benefit Trust under EIN 20-2563188 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,522 participants and $2,484,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Technology Industry Association Employee Benefit Trust
- EIN
- 20-2563188
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 6,522
- End-of-year plan assets
- $2,484,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,522 | H, C | 20240926151416NAL0000847489002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,484,414
- Total liabilities (EOY)
- $485,093
- Net assets (EOY)
- $1,999,321
- Net assets (BOY)
- $1,784,921
Income & contributions
- Employer contributions
- $66,541,355
- Participant contributions
- $1,263,787
- Total contributions
- $67,805,142
- Total income / additions
- $68,030,087
Expenses & distributions
- Benefits paid
- $58,409,639
- Administrative expenses
- $9,406,048
- Total expenses
- $67,815,687
- Net increase / (decrease)
- $214,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hr Benefits, Inc. | SPONSOR'S WHOLLY OWNED CO | $5,265,788 | not reported in the loaded dataset | 2023 |
| Washington Technology Ind Assoc | SPONSOR | $1,046,209 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $0 | $526,134 | 2023 |
| Armfield, Harrison & Thomas Tech | NONE | $500,745 | not reported in the loaded dataset | 2023 |
| Hub International Nw, LLC | NONE | $467,167 | not reported in the loaded dataset | 2023 |
| Digital Insurance, Inc. | NONE | $301,800 | not reported in the loaded dataset | 2023 |
| Pro Benefits Of Washington, LLC | NONE | $177,191 | $5,000 | 2023 |
| Parker Smith And Feek Insurance LLC | NONE | $136,883 | not reported in the loaded dataset | 2023 |
| Usi Kibble & Prentice Holding Comp | NONE | $129,580 | not reported in the loaded dataset | 2023 |
| Pcf Insurance Services Of The West | NONE | $119,295 | not reported in the loaded dataset | 2023 |
| Maddock & Associates, LLC | NONE | $108,334 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Washington, Inc. | NONE | $53,052 | not reported in the loaded dataset | 2023 |
| Bell Anderson Agency, Inc. | NONE | $52,377 | not reported in the loaded dataset | 2023 |
| Wellspring Family Services Eap | NONE | $49,045 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $48,117 | not reported in the loaded dataset | 2023 |
| Whitfields United Ins Dba Leavitt | NONE | $47,586 | not reported in the loaded dataset | 2023 |
| Vault Insurance And Investments | NONE | $40,875 | not reported in the loaded dataset | 2023 |
| Paychex Insurance Agency, Inc. | NONE | $38,963 | not reported in the loaded dataset | 2023 |
| Assuredpartners Of Wa | NONE | $36,766 | not reported in the loaded dataset | 2023 |
| Group Benefits, LLC | NONE | $33,572 | not reported in the loaded dataset | 2023 |
| Benefit Design Services, LLC | NONE | $32,849 | $0 | 2023 |
| United Insurance Brokers, Inc. | NONE | $29,747 | not reported in the loaded dataset | 2023 |
| J. Johnson Insurance, LLC | NONE | $29,247 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $29,100 | not reported in the loaded dataset | 2023 |
| Paynewest Insurance, A Marsh & Mcle | NONE | $28,234 | not reported in the loaded dataset | 2023 |
| Btg And Associates, LLC Dba Btg Ben | NONE | $27,663 | not reported in the loaded dataset | 2023 |
| Gallagher Benefits Services, Inc. | NONE | $26,582 | not reported in the loaded dataset | 2023 |
| Cummings Fraser & Associates | NONE | $24,640 | not reported in the loaded dataset | 2023 |
| Bell Anderson Dba Ghb Insurance Inc | NONE | $24,594 | not reported in the loaded dataset | 2023 |
| Berg Benefits, Inc. | NONE | $24,541 | not reported in the loaded dataset | 2023 |
| Mcgregor Insurance Agency, Inc. | NONE | $24,246 | not reported in the loaded dataset | 2023 |
| Octavio Jara - Potlatch Benefits | NONE | $22,504 | not reported in the loaded dataset | 2023 |
| Matthew D. Wyatt Insurance Agency, | NONE | $21,700 | not reported in the loaded dataset | 2023 |
| Sprague Israel Giles Insurance, Inc | NONE | $21,353 | not reported in the loaded dataset | 2023 |
| Martin-Morris (Benefits Division Ll | NONE | $17,304 | not reported in the loaded dataset | 2023 |
| Advisor Services, LLC | NONE | $17,266 | not reported in the loaded dataset | 2023 |
| Northwest Benefit Solutions | NONE | $17,109 | not reported in the loaded dataset | 2023 |
| Lucas Benefits Group, LLC | NONE | $16,592 | not reported in the loaded dataset | 2023 |
| Essential Benefits, LLC | NONE | $16,583 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services, Inc. | NONE | $13,878 | not reported in the loaded dataset | 2023 |
| Truebenefits, LLC | NONE | $13,586 | not reported in the loaded dataset | 2023 |
| Navali & Co. Dba Benely Insurance S | NONE | $13,387 | not reported in the loaded dataset | 2023 |
| Clearview Insurance | NONE | $12,264 | not reported in the loaded dataset | 2023 |
| Blair Benefits, LLC | NONE | $12,114 | not reported in the loaded dataset | 2023 |
| Cetera Investment Services LLC | NONE | $11,927 | not reported in the loaded dataset | 2023 |
| Pleasant Insurance Services, Inc. | NONE | $11,779 | not reported in the loaded dataset | 2023 |
| Hr Resource | NONE | $11,292 | not reported in the loaded dataset | 2023 |
| Rl Evans Company | NONE | $10,877 | not reported in the loaded dataset | 2023 |
| Clg Employer Resources | NONE | $10,377 | not reported in the loaded dataset | 2023 |
| Ph Insurance Services, Inc. | NONE | $10,239 | not reported in the loaded dataset | 2023 |
| Wingert Financial Services | NONE | $9,898 | not reported in the loaded dataset | 2023 |
| Npb Advisors | NONE | $9,372 | not reported in the loaded dataset | 2023 |
| Jw Byrnes Insurance, LLC | NONE | $9,126 | not reported in the loaded dataset | 2023 |
| Venture Life & Health, Inc. | NONE | $8,653 | not reported in the loaded dataset | 2023 |
| Riverside Employee Benefits, LLC | NONE | $8,568 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $7,951 | not reported in the loaded dataset | 2023 |
| Mitchell, Reed & Schmitten Insuranc | NONE | $7,891 | not reported in the loaded dataset | 2023 |
| Airey Benefits Company, LLC | NONE | $7,739 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency, LLC | NONE | $7,422 | not reported in the loaded dataset | 2023 |
| The Stupey Agency | NONE | $7,100 | not reported in the loaded dataset | 2023 |
| Wilson Albers An Alera Group Agency | NONE | $7,044 | not reported in the loaded dataset | 2023 |
| Group Solutions Northwest, LLC | NONE | $6,957 | not reported in the loaded dataset | 2023 |
| Darcie Dickerson Guyer Dba Guyer Be | NONE | $6,721 | not reported in the loaded dataset | 2023 |
| Ideal Benefit Solutions, LLC | NONE | $6,577 | not reported in the loaded dataset | 2023 |
| Denali Benefits, Inc. | NONE | $6,538 | not reported in the loaded dataset | 2023 |
| Capital Group Benefits, LLC | NONE | $6,153 | not reported in the loaded dataset | 2023 |
| Tim Clay | NONE | $6,074 | not reported in the loaded dataset | 2023 |
| Harman Benefits Group, Inc. | NONE | $5,958 | not reported in the loaded dataset | 2023 |
| Mb Insurance, LLC | NONE | $5,179 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Technology Industry Association Employee Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Hr Benefits, Inc. — Schedule C compensation
- Washington Technology Ind Assoc — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Armfield, Harrison & Thomas Tech — Schedule C compensation
- Hub International Nw, LLC — Schedule C compensation
- Digital Insurance, Inc. — Schedule C compensation
- Pro Benefits Of Washington, LLC — Schedule C compensation
- Parker Smith And Feek Insurance LLC — Schedule C compensation
- Usi Kibble & Prentice Holding Comp — Schedule C compensation
- Pcf Insurance Services Of The West — Schedule C compensation
- Maddock & Associates, LLC — Schedule C compensation
- Brown & Brown Of Washington, Inc. — Schedule C compensation
- Bell Anderson Agency, Inc. — Schedule C compensation
- Wellspring Family Services Eap — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Whitfields United Ins Dba Leavitt — Schedule C compensation
- Vault Insurance And Investments — Schedule C compensation
- Paychex Insurance Agency, Inc. — Schedule C compensation
- Assuredpartners Of Wa — Schedule C compensation
- Group Benefits, LLC — Schedule C compensation
- Benefit Design Services, LLC — Schedule C compensation
- United Insurance Brokers, Inc. — Schedule C compensation
- J. Johnson Insurance, LLC — Schedule C compensation
- Schoedel & Schoedel, Cpas, Pllc — Schedule C compensation
- Paynewest Insurance, A Marsh & Mcle — Schedule C compensation
- Btg And Associates, LLC Dba Btg Ben — Schedule C compensation
- Gallagher Benefits Services, Inc. — Schedule C compensation
- Cummings Fraser & Associates — Schedule C compensation
- Bell Anderson Dba Ghb Insurance Inc — Schedule C compensation
- Berg Benefits, Inc. — Schedule C compensation
- Mcgregor Insurance Agency, Inc. — Schedule C compensation
- Octavio Jara - Potlatch Benefits — Schedule C compensation
- Matthew D. Wyatt Insurance Agency, — Schedule C compensation
- Sprague Israel Giles Insurance, Inc — Schedule C compensation
- Martin-Morris (Benefits Division Ll — Schedule C compensation
- Advisor Services, LLC — Schedule C compensation
- Northwest Benefit Solutions — Schedule C compensation
- Lucas Benefits Group, LLC — Schedule C compensation
- Essential Benefits, LLC — Schedule C compensation
- Professional Benefit Services, Inc. — Schedule C compensation
- Truebenefits, LLC — Schedule C compensation
- Navali & Co. Dba Benely Insurance S — Schedule C compensation
- Clearview Insurance — Schedule C compensation
- Blair Benefits, LLC — Schedule C compensation
- Cetera Investment Services LLC — Schedule C compensation
- Pleasant Insurance Services, Inc. — Schedule C compensation
- Hr Resource — Schedule C compensation
- Rl Evans Company — Schedule C compensation
- Clg Employer Resources — Schedule C compensation
- Ph Insurance Services, Inc. — Schedule C compensation
- Wingert Financial Services — Schedule C compensation
- Npb Advisors — Schedule C compensation
- Jw Byrnes Insurance, LLC — Schedule C compensation
- Venture Life & Health, Inc. — Schedule C compensation
- Riverside Employee Benefits, LLC — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Mitchell, Reed & Schmitten Insuranc — Schedule C compensation
- Airey Benefits Company, LLC — Schedule C compensation
- Marsh & Mclennan Agency, LLC — Schedule C compensation
- The Stupey Agency — Schedule C compensation
- Wilson Albers An Alera Group Agency — Schedule C compensation
- Group Solutions Northwest, LLC — Schedule C compensation
- Darcie Dickerson Guyer Dba Guyer Be — Schedule C compensation
- Ideal Benefit Solutions, LLC — Schedule C compensation
- Denali Benefits, Inc. — Schedule C compensation
- Capital Group Benefits, LLC — Schedule C compensation
- Tim Clay — Schedule C compensation
- Harman Benefits Group, Inc. — Schedule C compensation
- Mb Insurance, LLC — Schedule C compensation