Arizona Technology Council Employee Benefit Trust — Form 5500 plan (Arizona Techonology Council Employee Benefit 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, Arizona Technology Council Employee Benefit Trust is a benefit plan reported by Arizona Techonology Council Employee Benefit Trust under EIN 84-3009948 and plan number 501. The latest loaded filing year is 2023. The filing reports 776 participants and $326,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arizona Techonology Council Employee Benefit Trust
- EIN
- 84-3009948
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 776
- End-of-year plan assets
- $326,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 776 | H, C | 20241012174947NAL0048374418003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $326,010
- Total liabilities (EOY)
- $179,702
- Net assets (EOY)
- $146,308
- Net assets (BOY)
- $75,565
Income & contributions
- Employer contributions
- $7,391,170
- Participant contributions
- $61,383
- Total contributions
- $7,452,553
- Total income / additions
- $7,452,553
Expenses & distributions
- Benefits paid
- $6,453,634
- Administrative expenses
- $928,176
- Total expenses
- $7,381,810
- Net increase / (decrease)
- $70,743
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Wa, Inc. | NONE | $237,356 | not reported in the loaded dataset | 2023 |
| Arizona Technology Council | SPONSOR | $148,889 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $111,697 | not reported in the loaded dataset | 2023 |
| Black Gould & Associates | NONE | $70,995 | not reported in the loaded dataset | 2023 |
| Rogers Benefit Group, Inc. | NONE | $51,885 | not reported in the loaded dataset | 2023 |
| Mark J. Matsock & Associates, Inc. | NONE | $32,366 | not reported in the loaded dataset | 2023 |
| Capital Financial, Plc | NONE | $28,292 | not reported in the loaded dataset | 2023 |
| Brown & Brown Insurance Of Az | NONE | $28,072 | not reported in the loaded dataset | 2023 |
| Pioneer Employee Benefits, LLC | NONE | $27,152 | not reported in the loaded dataset | 2023 |
| Employee Benefit Exchange Corp. | NONE | $22,061 | not reported in the loaded dataset | 2023 |
| Gbs Arizona, Inc. | NONE | $20,765 | not reported in the loaded dataset | 2023 |
| Magnuson & Associates Ltd | NONE | $18,296 | not reported in the loaded dataset | 2023 |
| Pcf Insurance Services Of The West | NONE | $18,203 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas Pllc | NONE | $15,600 | not reported in the loaded dataset | 2023 |
| Acrisure LLC Dba Strategic Wellness | NONE | $14,038 | not reported in the loaded dataset | 2023 |
| Horizon Benefits Group | NONE | $13,061 | not reported in the loaded dataset | 2023 |
| Pacific Coast Benefits Insurance Se | NONE | $12,277 | not reported in the loaded dataset | 2023 |
| Benefits Gallery, LLC | NONE | $9,101 | not reported in the loaded dataset | 2023 |
| Arizona Benefit Consultants | NONE | $9,021 | not reported in the loaded dataset | 2023 |
| Wellspring Family Services Eap | NONE | $7,449 | not reported in the loaded dataset | 2023 |
| Reseco Insurance Advisors, LLC | NONE | $6,309 | not reported in the loaded dataset | 2023 |
| Anna L. Heckathorne | NONE | $5,995 | not reported in the loaded dataset | 2023 |
| Assuredpartners Of Az Dba Hester He | NONE | $5,170 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arizona Techonology Council Employee Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Brown & Brown Of Wa, Inc. — Schedule C compensation
- Arizona Technology Council — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Black Gould & Associates — Schedule C compensation
- Rogers Benefit Group, Inc. — Schedule C compensation
- Mark J. Matsock & Associates, Inc. — Schedule C compensation
- Capital Financial, Plc — Schedule C compensation
- Brown & Brown Insurance Of Az — Schedule C compensation
- Pioneer Employee Benefits, LLC — Schedule C compensation
- Employee Benefit Exchange Corp. — Schedule C compensation
- Gbs Arizona, Inc. — Schedule C compensation
- Magnuson & Associates Ltd — Schedule C compensation
- Pcf Insurance Services Of The West — Schedule C compensation
- Schoedel & Schoedel, Cpas Pllc — Schedule C compensation
- Acrisure LLC Dba Strategic Wellness — Schedule C compensation
- Horizon Benefits Group — Schedule C compensation
- Pacific Coast Benefits Insurance Se — Schedule C compensation
- Benefits Gallery, LLC — Schedule C compensation
- Arizona Benefit Consultants — Schedule C compensation
- Wellspring Family Services Eap — Schedule C compensation
- Reseco Insurance Advisors, LLC — Schedule C compensation
- Anna L. Heckathorne — Schedule C compensation
- Assuredpartners Of Az Dba Hester He — Schedule C compensation