Rocky Flats Welfare Benefits Plan — Form 5500 plan (Rocky Flats Welfare Benefits 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, Rocky Flats Welfare Benefits Plan is a benefit plan reported by Rocky Flats Welfare Benefits Trust under EIN 74-6518237 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,915 participants and $1,177,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rocky Flats Welfare Benefits Trust
- EIN
- 74-6518237
- Plan number
- 501
- Plan type
- 2
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 2,915
- End-of-year plan assets
- $1,177,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,915 | H, C | 20241001093903NAL0003874051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,177,075
- Total liabilities (EOY)
- $65,000
- Net assets (EOY)
- $1,112,075
- Net assets (BOY)
- $1,451,647
Income & contributions
- Employer contributions
- $15,499,997
- Participant contributions
- $360,702
- Total contributions
- $15,860,699
- Total income / additions
- $15,860,699
Expenses & distributions
- Benefits paid
- $15,259,905
- Administrative expenses
- $940,366
- Total expenses
- $16,200,271
- Net increase / (decrease)
- -$339,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus | NONE | $540,628 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits | NONE | $222,500 | $1,943 | 2023 |
| Davis Wright Tremaine | NONE | $108,835 | not reported in the loaded dataset | 2023 |
| Umr, Inc | NONE | $73,974 | $267 | 2023 |
| Ems | NONE | $24,673 | not reported in the loaded dataset | 2023 |
| Usi | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Sovos | NONE | $12,964 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $9,808 | not reported in the loaded dataset | 2023 |
| Miller Kapaln | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rocky Flats Welfare Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Richland, WA
- Telus — Schedule C compensation
- Mercer Health & Benefits — Schedule C compensation
- Davis Wright Tremaine — Schedule C compensation
- Umr, Inc — Schedule C compensation
- Ems — Schedule C compensation
- Usi — Schedule C compensation
- Sovos — Schedule C compensation
- Us Bank — Schedule C compensation
- Miller Kapaln — Schedule C compensation