Mound Welfare Benefits Plan — Form 5500 plan (Mound Welfare Benefits 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, Mound Welfare Benefits Plan is a benefit plan reported by Mound Welfare Benefits Trust under EIN 26-6061814 and plan number 501. The latest loaded filing year is 2023. The filing reports 985 participants and $1,965,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mound Welfare Benefits Trust
- EIN
- 26-6061814
- Plan number
- 501
- Plan type
- 2
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 985
- End-of-year plan assets
- $1,965,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 985 | H, C | 20241001093601NAL0003871331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,965,128
- Total liabilities (EOY)
- $490,000
- Net assets (EOY)
- $1,475,128
- Net assets (BOY)
- $751,192
Income & contributions
- Employer contributions
- $7,000,000
- Participant contributions
- $127,844
- Total contributions
- $7,250,955
- Total income / additions
- $7,250,955
Expenses & distributions
- Benefits paid
- $5,977,837
- Administrative expenses
- $549,182
- Total expenses
- $6,527,019
- Net increase / (decrease)
- $723,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc. | NONE | $382,128 | $1,860 | 2023 |
| Mercer Health & Benefits LLC | NONE | $229,167 | $20,205 | 2023 |
| Telus | NONE | $173,079 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine | NONE | $94,332 | not reported in the loaded dataset | 2023 |
| Cvs Caremark Corporation | NONE | $27,320 | not reported in the loaded dataset | 2023 |
| Usi | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Sovos | NONE | $14,650 | not reported in the loaded dataset | 2023 |
| Miller Kaplan | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $9,466 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mound Welfare Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Richland, WA
- Umr, Inc. — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- Telus — Schedule C compensation
- Davis Wright Tremaine — Schedule C compensation
- Cvs Caremark Corporation — Schedule C compensation
- Usi — Schedule C compensation
- Sovos — Schedule C compensation
- Miller Kaplan — Schedule C compensation
- Us Bank — Schedule C compensation