Iaff Local 726 Health And Welfare Trust Plan — Form 5500 plan (Iaff Local 726 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, Iaff Local 726 Health And Welfare Trust Plan is a benefit plan reported by Iaff Local 726 Health And Welfare Trust under EIN 46-4261390 and plan number 501. The latest loaded filing year is 2023. The filing reports 428 participants and $12,157,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iaff Local 726 Health And Welfare Trust
- EIN
- 46-4261390
- Plan number
- 501
- Plan type
- 1
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $12,157,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20241015172540NAL0029248465002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,157,727
- Total liabilities (EOY)
- $1,234,235
- Net assets (EOY)
- $10,923,492
- Net assets (BOY)
- $9,368,359
Income & contributions
- Employer contributions
- $12,367,886
- Participant contributions
- $1,160,533
- Total contributions
- $13,528,419
- Total income / additions
- $14,538,379
Expenses & distributions
- Benefits paid
- $12,811,312
- Administrative expenses
- $171,934
- Total expenses
- $12,983,246
- Net increase / (decrease)
- $1,555,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Washington | NONE | $0 | $272,783 | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $18,977 | $61,955 | 2023 |
| Benefit Plan Administrative Service | NONE | $69,356 | not reported in the loaded dataset | 2023 |
| Iaff 726 | SPONSORING LOCAL | $23,100 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas Pllc | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iaff Local 726 Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Brown & Brown Of Washington — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Benefit Plan Administrative Service — Schedule C compensation
- Iaff 726 — Schedule C compensation
- Schoedel & Schoedel, Cpas Pllc — Schedule C compensation