Center For Advanced Manufacturing Puget Sound Health Trust — Form 5500 plan (Center For Advanced Manufacturing Puget Sound 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, Center For Advanced Manufacturing Puget Sound Health Trust is a benefit plan reported by Center For Advanced Manufacturing Puget Sound Health Trust under EIN 81-4004703 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,247 participants and $3,020,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Center For Advanced Manufacturing Puget Sound Health Trust
- EIN
- 81-4004703
- Plan number
- 501
- Plan type
- 3
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 2,247
- End-of-year plan assets
- $3,020,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,247 | H, C | 20250714193142NAL0001106675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,020,300
- Total liabilities (EOY)
- $879,322
- Net assets (EOY)
- $2,140,978
- Net assets (BOY)
- $2,055,998
Income & contributions
- Employer contributions
- $18,315,103
- Total contributions
- $18,315,103
- Total income / additions
- $18,371,217
Expenses & distributions
- Benefits paid
- $17,784,203
- Administrative expenses
- $502,034
- Total expenses
- $18,286,237
- Net increase / (decrease)
- $84,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Benefit Services, LLC | INSURANCE AGENT/BROKER | $1,121,964 | not reported in the loaded dataset | 2023 |
| Epk & Associates, Inc. | PLAN ADMINISTRATOR | $396,097 | not reported in the loaded dataset | 2023 |
| First Choice Health | EMPLOYEE ASSISTANCE | $39,072 | not reported in the loaded dataset | 2023 |
| John S. Conniff, Pllc | LAWYER | $24,000 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad, P.S. | ACCOUNTANT | $23,000 | not reported in the loaded dataset | 2023 |
| L/P Insurance Services LLC | INSURANCE AGENT | $12,288 | not reported in the loaded dataset | 2023 |
| Capital Benefit Services, LLC | HR, COMPLIANCE ASSISTANCE | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Center For Advanced Manufacturing Puget Sound Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Capital Benefit Services, LLC — Schedule C compensation
- Epk & Associates, Inc. — Schedule C compensation
- First Choice Health — Schedule C compensation
- John S. Conniff, Pllc — Schedule C compensation
- Sweeney Conrad, P.S. — Schedule C compensation
- L/P Insurance Services LLC — Schedule C compensation