West Care Health And Welfare Plan — Form 5500 plan (Ebp West Care Health And Welfare Plan)
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, West Care Health And Welfare Plan is a benefit plan reported by Ebp West Care Health And Welfare Plan under EIN 81-0478880 and plan number 501. The latest loaded filing year is 2023. The filing reports 500 participants and $15,219,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ebp West Care Health And Welfare Plan
- EIN
- 81-0478880
- Plan number
- 501
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $15,219,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241011154242NAL0012713811002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,219,301
- Total liabilities (EOY)
- $1,052,045
- Net assets (EOY)
- $14,167,256
- Net assets (BOY)
- $13,956,335
Income & contributions
- Employer contributions
- $6,174,006
- Participant contributions
- $247,466
- Total contributions
- $6,461,598
- Total income / additions
- $6,932,881
Expenses & distributions
- Benefits paid
- $6,377,210
- Administrative expenses
- $344,750
- Total expenses
- $6,721,960
- Net increase / (decrease)
- $210,921
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Employee Benefit Management Svcs. | TPA | $247,333 | $0 | 2023 |
| Employee Benefit Management Svcs. | CLAIMS ADMINISTRATION | $38,276 | $0 | 2023 |
| Actuarial Strategies And Tactics Az | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Magellan Rx | TPA | $11,142 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ebp West Care Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Employee Benefit Management Svcs. — Schedule C compensation
- Actuarial Strategies And Tactics Az — Schedule C compensation
- Magellan Rx — Schedule C compensation