Washington Financial Bank Group Health Care Plan — Form 5500 plan (Washington Financial Bank)
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 Financial Bank Group Health Care Plan is a benefit plan reported by Washington Financial Bank under EIN 25-0866405 and plan number 501. The latest loaded filing year is 2023. The filing reports 140 participants and $298,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Financial Bank
- EIN
- 25-0866405
- Plan number
- 501
- Plan type
- 2
- Location
- Washington, PA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $298,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20250714155938NAL0001991392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $298,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $298,916
- Net assets (BOY)
- $402,693
Income & contributions
- Employer contributions
- $2,670,405
- Participant contributions
- $289,434
- Total contributions
- $2,959,839
- Total income / additions
- $2,962,140
Expenses & distributions
- Benefits paid
- $2,299,224
- Administrative expenses
- $766,693
- Total expenses
- $3,065,917
- Net increase / (decrease)
- -$103,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unimerica Insurance Company | NONE | $577,781 | not reported in the loaded dataset | 2023 |
| Meritain Health | NONE | $83,063 | not reported in the loaded dataset | 2023 |
| Coury Health Services LLC | NONE | $33,980 | not reported in the loaded dataset | 2023 |
| L.R. Webber Associates | NONE | $30,522 | not reported in the loaded dataset | 2023 |
| The Benecon Group Inc | NONE | $24,930 | not reported in the loaded dataset | 2023 |
| Pbasc | NONE | $7,637 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Financial Bank
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Washington, PA
- Unimerica Insurance Company — Schedule C compensation
- Meritain Health — Schedule C compensation
- Coury Health Services LLC — Schedule C compensation
- L.R. Webber Associates — Schedule C compensation
- The Benecon Group Inc — Schedule C compensation
- Pbasc — Schedule C compensation