Service Employees Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Service Employees Health And Welfare 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, Service Employees Health And Welfare Plan is a benefit plan reported by Board Of Trustees, Service Employees Health And Welfare Trust under EIN 23-7122650 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,306 participants and $41,770,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Service Employees Health And Welfare Trust
- EIN
- 23-7122650
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 3,306
- End-of-year plan assets
- $41,770,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,306 | H, C | 20250217183814NAL0005851202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,770,335
- Total liabilities (EOY)
- $5,343,655
- Net assets (EOY)
- $36,426,680
- Net assets (BOY)
- $38,047,930
Income & contributions
- Employer contributions
- $42,302,881
- Participant contributions
- $45,216
- Total contributions
- $42,348,097
- Total income / additions
- $43,545,549
Expenses & distributions
- Benefits paid
- $42,421,045
- Administrative expenses
- $2,745,754
- Total expenses
- $45,166,799
- Net increase / (decrease)
- -$1,621,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premera Blue Cross | NONE | $2,088,477 | $2,985 | 2023 |
| Northwest Administrators Inc | NONE | $223,562 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Washington | NONE | $139,156 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $92,727 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $51,674 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood Pllc | NONE | $46,309 | not reported in the loaded dataset | 2023 |
| Esi | NONE | $0 | $43,808 | 2023 |
| Sellwood Investment Partners LLC | NONE | $35,359 | not reported in the loaded dataset | 2023 |
| Abracadabra Printing | NONE | $12,993 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | NONE | $12,670 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $6,656 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Service Employees Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Premera Blue Cross — Schedule C compensation
- Northwest Administrators Inc — Schedule C compensation
- Delta Dental Of Washington — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Mondress Monaco Parr Lockwood Pllc — Schedule C compensation
- Esi — Schedule C compensation
- Sellwood Investment Partners LLC — Schedule C compensation
- Abracadabra Printing — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- U.S. Bank — Schedule C compensation