Harmons Employee Welfare Benefit Trust — Form 5500 plan (Harmons Employee Welfare Benefit Plan Tr)
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, Harmons Employee Welfare Benefit Trust is a benefit plan reported by Harmons Employee Welfare Benefit Plan Tr under EIN 87-0230875 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,505 participants and $1,593,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harmons Employee Welfare Benefit Plan Tr
- EIN
- 87-0230875
- Plan number
- 501
- Plan type
- 2
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 3,505
- End-of-year plan assets
- $1,593,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,505 | H, C | 20241015182206NAL0015241203004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,593,262
- Total liabilities (EOY)
- $1,451,321
- Net assets (EOY)
- $141,941
- Net assets (BOY)
- $8,661
Income & contributions
- Employer contributions
- $9,305,323
- Participant contributions
- $4,083,116
- Total contributions
- $13,436,330
- Total income / additions
- $13,457,172
Expenses & distributions
- Benefits paid
- $12,427,691
- Administrative expenses
- $896,201
- Total expenses
- $13,323,892
- Net increase / (decrease)
- $133,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Selecthealth | TRUST | $551,665 | not reported in the loaded dataset | 2023 |
| University Of Utah Health Plan | not reported in the loaded dataset | $214,816 | not reported in the loaded dataset | 2023 |
| Educators Mutual Plans | not reported in the loaded dataset | $79,510 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | TRUSTEE | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harmons Employee Welfare Benefit Plan Tr
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley City, UT
- Selecthealth — Schedule C compensation
- University Of Utah Health Plan — Schedule C compensation
- Educators Mutual Plans — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation