Plan5500

Omnitrade Health Trust Arrangement — Form 5500 plan (Omnitrade Health 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, Omnitrade Health Trust Arrangement is a benefit plan reported by Omnitrade Health Trust under EIN 27-6838771 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,843 participants and $1,416,276 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omnitrade Health Trust
EIN
27-6838771
Plan number
501
Plan type
4
Location
Mukilteo, WA
Latest filing year
2023
Participants
3,843
End-of-year plan assets
$1,416,276

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,843H, C20241015172537NAL0049126992003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,416,276
Total liabilities (EOY)
$1,046,672
Net assets (EOY)
$369,604
Net assets (BOY)
$366,842

Income & contributions

Employer contributions
$48,273,900
Participant contributions
$347,628
Total contributions
$48,621,528
Total income / additions
$48,647,157

Expenses & distributions

Benefits paid
$43,630,534
Administrative expenses
$5,013,861
Total expenses
$48,644,395
Net increase / (decrease)
$2,762

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Abd Insurance & Financial Services,NONE$1,429,539not reported in the loaded dataset2023
Vimly Benefit Solutions, Inc.NONE$580,075not reported in the loaded dataset2023
Associated Industries Management SeNONE$388,822not reported in the loaded dataset2023
Digital Insurance, Inc.NONE$218,211not reported in the loaded dataset2023
Acrisure LLC Dba Risq ConsultingNONE$204,295not reported in the loaded dataset2023
Armfield Harrison & Thomas TechNONE$192,157not reported in the loaded dataset2023
Davis Wright Tremaine, LlpNONE$140,264not reported in the loaded dataset2023
Usi Insurance Services National, InNONE$125,187not reported in the loaded dataset2023
Alaska Employee Benefits, Inc.NONE$112,093not reported in the loaded dataset2023
Paynewest Insurance, A Marsh & McleNONE$105,351not reported in the loaded dataset2023
Assuredpartners Of Wa, LLC Dba RgiaNONE$97,805not reported in the loaded dataset2023
Wilson Albers An Alera Group AgencyNONE$83,675not reported in the loaded dataset2023
Aurora National InsuranceNONE$75,537not reported in the loaded dataset2023
Bell-Anderson Agency, Inc.NONE$74,792not reported in the loaded dataset2023
John B. ScatesTRUSTEE$73,903not reported in the loaded dataset2023
B & F Insurance, LLCNONE$61,442not reported in the loaded dataset2023
Btg And Associates Dba Btg BenefitsNONE$57,095not reported in the loaded dataset2023
Gregory A MyhreNONE$48,145not reported in the loaded dataset2023
Gallagher Benefit ServicesNONE$46,380not reported in the loaded dataset2023
Alliant Insurance Services, Inc.NONE$38,675not reported in the loaded dataset2023
Psg Washington, Inc.NONE$36,666not reported in the loaded dataset2023
Marsh Usa, Inc. Dba Marsh & MclennaNONE$34,951not reported in the loaded dataset2023
Schoedel & Schoedel Cpas, PllcNONE$33,600not reported in the loaded dataset2023
Sprague Israel Giles, Inc.NONE$29,838not reported in the loaded dataset2023
Wellspring Family Services EapNONE$24,486not reported in the loaded dataset2023
Maddock & Associates, LLCNONE$23,583not reported in the loaded dataset2023
Pro Benefits Of Washington, LLCNONE$20,224not reported in the loaded dataset2023
Truebenefits LLCNONE$18,749not reported in the loaded dataset2023
Alaska Benefits- Patricia I MackNONE$17,894not reported in the loaded dataset2023
Dave Tuttle Insurance, Inc.NONE$17,410not reported in the loaded dataset2023
Parker, Smith & FeekNONE$17,284not reported in the loaded dataset2023
Benefit Design Services, LLCNONE$17,171not reported in the loaded dataset2023
Mitchell Reed & Schmitten InsuranceNONE$16,054not reported in the loaded dataset2023
Nicholson & Associates Insurance, LNONE$14,795not reported in the loaded dataset2023
Benefits Consulting Services, LLCNONE$14,708not reported in the loaded dataset2023
Cummings, Fraser & Associates, LLCNONE$14,621not reported in the loaded dataset2023
Prosync Insurance Services, LLCNONE$14,327not reported in the loaded dataset2023
Whitfields Dba Leavitt Group BenefiNONE$14,158not reported in the loaded dataset2023
Hub International Nw, LLCNONE$11,274not reported in the loaded dataset2023
R.L. Evans Company, Inc.NONE$10,262not reported in the loaded dataset2023
Clg Employer ResourcesNONE$10,037not reported in the loaded dataset2023
Epic Insurance Solutions, LLCNONE$8,967not reported in the loaded dataset2023
Pcf Insurance Services Of The WestNONE$8,668not reported in the loaded dataset2023
Stevenson Insurance Agency, LLCNONE$7,014not reported in the loaded dataset2023
Terril Lewis & Wilke InsuranceNONE$6,819not reported in the loaded dataset2023
Lockton CompaniesNONE$6,797not reported in the loaded dataset2023
Duncan & Associates Insurance BrokeNONE$6,658not reported in the loaded dataset2023
Walters & Associates Insurance. IncNONE$5,698not reported in the loaded dataset2023
Ghb Insurance, Inc.NONE$5,387not reported in the loaded dataset2023

Related Form 5500 pages