Building Industry Insurance Trust — Form 5500 plan (Building Industry Insurance 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, Building Industry Insurance Trust is a benefit plan reported by Building Industry Insurance Trust under EIN 61-6614496 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,726 participants and $1,818,139 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Building Industry Insurance Trust
EIN
61-6614496
Plan number
501
Plan type
3
Location
Bellevue, WA
Latest filing year
2023
Participants
1,726
End-of-year plan assets
$1,818,139

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,726H, C20241213160017NAL0027988034001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,818,139
Total liabilities (EOY)
$565,779
Net assets (EOY)
$1,252,360
Net assets (BOY)
$616,155

Income & contributions

Employer contributions
$13,849,859
Total contributions
$13,849,859
Total income / additions
$13,871,834

Expenses & distributions

Benefits paid
$12,515,181
Administrative expenses
$720,448
Total expenses
$13,235,629
Net increase / (decrease)
$636,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epk & Associates, Inc.PLAN ADMINISTRATOR$363,112not reported in the loaded dataset2023
Capital Benefit Services, LLCPROGRAM MANAGER$311,534not reported in the loaded dataset2023
Sweeney Conrad, P.S.ACCOUNTANT$14,000not reported in the loaded dataset2023
Capital Benefit Services, LLCSTART-UP ASSISTANCE$11,534not reported in the loaded dataset2023
First Choice HealthEMPLOYEE ASSISTANCE$9,870not reported in the loaded dataset2023
Chubb Insurance CompanyINSURANCE AGENT$5,853not reported in the loaded dataset2023

Related Form 5500 pages