Washington Business Services Health Trust Plan — Form 5500 plan (Washington Business Services 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, Washington Business Services Health Trust Plan is a benefit plan reported by Washington Business Services Health Trust under EIN 46-7042893 and plan number 501. The latest loaded filing year is 2023. The filing reports 733 participants and $956,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Business Services Health Trust
- EIN
- 46-7042893
- Plan number
- 501
- Plan type
- 3
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $956,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241015172540NAL0029248465003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $956,202
- Total liabilities (EOY)
- $207,824
- Net assets (EOY)
- $748,378
- Net assets (BOY)
- $642,516
Income & contributions
- Employer contributions
- $7,648,137
- Total contributions
- $7,648,137
- Total income / additions
- $7,685,172
Expenses & distributions
- Benefits paid
- $6,727,681
- Administrative expenses
- $851,629
- Total expenses
- $7,579,310
- Net increase / (decrease)
- $105,862
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aims | MEMBER ORGANIZATION | $189,393 | not reported in the loaded dataset | 2023 |
| Abd Insurance And Financial Service | GROUP CONSULTING SERVICES | $152,971 | not reported in the loaded dataset | 2023 |
| Aiin | NONE | $76,491 | not reported in the loaded dataset | 2023 |
| Bell-Anderson Agency, Inc. | NONE | $51,813 | not reported in the loaded dataset | 2023 |
| Hub International Northwest LLC | NONE | $49,696 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc. | not reported in the loaded dataset | $43,815 | not reported in the loaded dataset | 2023 |
| Digital Insurance Inc | NONE | $31,263 | not reported in the loaded dataset | 2023 |
| Assured Partners Of Washington LLC. | NONE | $19,259 | not reported in the loaded dataset | 2023 |
| Armfield Harrison & Thomas Inc | NONE | $13,402 | not reported in the loaded dataset | 2023 |
| Paychex Insurance Agency Inc | NONE | $13,235 | not reported in the loaded dataset | 2023 |
| Anastasi Moore Martin | NONE | $12,800 | not reported in the loaded dataset | 2023 |
| Maddock & Associates | NONE | $11,742 | not reported in the loaded dataset | 2023 |
| Fortiphi, LLC. | NONE | $11,199 | not reported in the loaded dataset | 2023 |
| Jeff Lewis Keller Rohrback | NONE | $10,695 | not reported in the loaded dataset | 2023 |
| Evergreen Insurance Group | NONE | $9,599 | not reported in the loaded dataset | 2023 |
| Btg & Associates LLC | NONE | $9,144 | not reported in the loaded dataset | 2023 |
| Group Solutions Northwest LLC. | NONE | $9,024 | not reported in the loaded dataset | 2023 |
| Propel Insurance Agnecy LLC | NONE | $8,369 | not reported in the loaded dataset | 2023 |
| Paynewest Insurance, Inc. | NONE | $8,041 | not reported in the loaded dataset | 2023 |
| Terril, Lewis, & Wilke Ins Inc. | NONE | $7,795 | not reported in the loaded dataset | 2023 |
| Moran Benefit Advisors, Inc. | NONE | $6,698 | not reported in the loaded dataset | 2023 |
| Parker Smith And Feek Inc | NONE | $5,762 | not reported in the loaded dataset | 2023 |
| Manna Insurance Group LLC. | NONE | $5,699 | not reported in the loaded dataset | 2023 |
| Leavitt Group Benefits Nw | NONE | $5,293 | not reported in the loaded dataset | 2023 |
| Us Insurance Solutions | NONE | $5,198 | not reported in the loaded dataset | 2023 |
| Pointguard Financial | NONE | $5,174 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Business Services Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Aims — Schedule C compensation
- Abd Insurance And Financial Service — Schedule C compensation
- Aiin — Schedule C compensation
- Bell-Anderson Agency, Inc. — Schedule C compensation
- Hub International Northwest LLC — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation
- Digital Insurance Inc — Schedule C compensation
- Assured Partners Of Washington LLC. — Schedule C compensation
- Armfield Harrison & Thomas Inc — Schedule C compensation
- Paychex Insurance Agency Inc — Schedule C compensation
- Anastasi Moore Martin — Schedule C compensation
- Maddock & Associates — Schedule C compensation
- Fortiphi, LLC. — Schedule C compensation
- Jeff Lewis Keller Rohrback — Schedule C compensation
- Evergreen Insurance Group — Schedule C compensation
- Btg & Associates LLC — Schedule C compensation
- Group Solutions Northwest LLC. — Schedule C compensation
- Propel Insurance Agnecy LLC — Schedule C compensation
- Paynewest Insurance, Inc. — Schedule C compensation
- Terril, Lewis, & Wilke Ins Inc. — Schedule C compensation
- Moran Benefit Advisors, Inc. — Schedule C compensation
- Parker Smith And Feek Inc — Schedule C compensation
- Manna Insurance Group LLC. — Schedule C compensation
- Leavitt Group Benefits Nw — Schedule C compensation
- Us Insurance Solutions — Schedule C compensation
- Pointguard Financial — Schedule C compensation