Washington Retail Health Trust Plan — Form 5500 plan (Washington Retail 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 Retail Health Trust Plan is a benefit plan reported by Washington Retail Health Trust under EIN 46-7046583 and plan number 501. The latest loaded filing year is 2023. The filing reports 614 participants and $494,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Washington Retail Health Trust
- EIN
- 46-7046583
- Plan number
- 501
- Plan type
- 3
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $494,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20241015175115NAL0059025458005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $494,439
- Total liabilities (EOY)
- $134,896
- Net assets (EOY)
- $359,543
- Net assets (BOY)
- $372,101
Income & contributions
- Employer contributions
- $4,913,661
- Total contributions
- $4,913,661
- Total income / additions
- $4,917,484
Expenses & distributions
- Benefits paid
- $4,327,094
- Administrative expenses
- $602,948
- Total expenses
- $4,930,042
- Net increase / (decrease)
- -$12,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aims | MEMBER ORGANIZATION | $119,141 | not reported in the loaded dataset | 2023 |
| Abd Insurance And Financial Service | GROUP CONSULTING SERVICES | $98,270 | not reported in the loaded dataset | 2023 |
| Aiin | MEMBERSHIP ORGANIZATION | $49,155 | not reported in the loaded dataset | 2023 |
| Bell Anderson Agency Inc. | NONE | $20,944 | not reported in the loaded dataset | 2023 |
| Berg Benefits | NONE | $18,878 | not reported in the loaded dataset | 2023 |
| Maddock & Associates | NONE | $17,679 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services Inc. | NONE | $15,323 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services National Inc | NONE | $15,088 | not reported in the loaded dataset | 2023 |
| Paynewest Insurance Inc. | NONE | $14,804 | not reported in the loaded dataset | 2023 |
| Anatasi Moore Martin | NONE | $12,800 | not reported in the loaded dataset | 2023 |
| Basin Pacific | NONE | $12,389 | not reported in the loaded dataset | 2023 |
| Terril, Lewis, & Wilke Ins, Inc. | NONE | $12,146 | not reported in the loaded dataset | 2023 |
| Kristen Manwaring Ins. Association | NONE | $11,091 | not reported in the loaded dataset | 2023 |
| Riverside Employee Benefits LLC. | NONE | $9,727 | not reported in the loaded dataset | 2023 |
| Parker, Smith, And Feek, Inc. | NONE | $9,184 | not reported in the loaded dataset | 2023 |
| Floyd, Watkins, & Associates Inc. | NONE | $9,132 | not reported in the loaded dataset | 2023 |
| Jeff Lewis | TRUSTEE | $8,257 | not reported in the loaded dataset | 2023 |
| Armfield Harrison & Thomas Inc. | NONE | $7,599 | not reported in the loaded dataset | 2023 |
| Preferred Benefit Services Inc. | NONE | $6,872 | not reported in the loaded dataset | 2023 |
| Reetz Insurance Services Inc. | NONE | $6,725 | not reported in the loaded dataset | 2023 |
| Propel Insurance LLC | NONE | $6,584 | not reported in the loaded dataset | 2023 |
| Plc Insurance LLC. | NONE | $6,097 | not reported in the loaded dataset | 2023 |
| Financial Planning Concepts Inc | NONE | $5,791 | not reported in the loaded dataset | 2023 |
| Hub International Northwest LLC. | NONE | $5,483 | not reported in the loaded dataset | 2023 |
| Paul Richardson Agency Inc | NONE | $5,452 | not reported in the loaded dataset | 2023 |
| Olympic Crest Insurance | NONE | $5,094 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Washington Retail 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
- Berg Benefits — Schedule C compensation
- Maddock & Associates — Schedule C compensation
- Alliant Insurance Services Inc. — Schedule C compensation
- Usi Insurance Services National Inc — Schedule C compensation
- Paynewest Insurance Inc. — Schedule C compensation
- Anatasi Moore Martin — Schedule C compensation
- Basin Pacific — Schedule C compensation
- Terril, Lewis, & Wilke Ins, Inc. — Schedule C compensation
- Kristen Manwaring Ins. Association — Schedule C compensation
- Riverside Employee Benefits LLC. — Schedule C compensation
- Parker, Smith, And Feek, Inc. — Schedule C compensation
- Floyd, Watkins, & Associates Inc. — Schedule C compensation
- Jeff Lewis — Schedule C compensation
- Armfield Harrison & Thomas Inc. — Schedule C compensation
- Preferred Benefit Services Inc. — Schedule C compensation
- Reetz Insurance Services Inc. — Schedule C compensation
- Propel Insurance LLC — Schedule C compensation
- Plc Insurance LLC. — Schedule C compensation
- Financial Planning Concepts Inc — Schedule C compensation
- Hub International Northwest LLC. — Schedule C compensation
- Paul Richardson Agency Inc — Schedule C compensation
- Olympic Crest Insurance — Schedule C compensation