Western Healthcare Insurance Trust — Form 5500 plan (Board Of Trustees, Western Healthcare Insurance 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, Western Healthcare Insurance Trust is a benefit plan reported by Board Of Trustees, Western Healthcare Insurance Trust under EIN 90-1075780 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,533 participants and $8,920,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Western Healthcare Insurance Trust
- EIN
- 90-1075780
- Plan number
- 501
- Plan type
- 4
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 8,533
- End-of-year plan assets
- $8,920,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,533 | H, C | 20241015172533NAL0030485729005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,920,907
- Total liabilities (EOY)
- $1,080,945
- Net assets (EOY)
- $7,839,962
- Net assets (BOY)
- $5,980,896
Income & contributions
- Employer contributions
- $9,781,937
- Participant contributions
- $29,502
- Total contributions
- $9,811,439
- Total income / additions
- $10,588,820
Expenses & distributions
- Benefits paid
- $7,990,241
- Administrative expenses
- $739,513
- Total expenses
- $8,729,754
- Net increase / (decrease)
- $1,859,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Washington, Inc, | NONE | $180,531 | $0 | 2023 |
| Vimly Benefit Solutions, Inc | NONE | $169,133 | not reported in the loaded dataset | 2023 |
| Parker Smith And Feek, Inc. | NONE | $68,390 | not reported in the loaded dataset | 2023 |
| Kibble & Prentice Dba Usi Ins Servi | NONE | $33,391 | not reported in the loaded dataset | 2023 |
| Digital Insurance, Inc. | NONE | $30,684 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $28,811 | not reported in the loaded dataset | 2023 |
| First Choice Health Employee Assist | NONE | $25,565 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | NONE | $24,798 | not reported in the loaded dataset | 2023 |
| Washington Hospital Services, Inc. | NONE | $23,700 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas, Pllc | NONE | $21,750 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits, LLC | NONE | $16,479 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $12,722 | $0 | 2023 |
| Alliant Insurance Services, Inc. | NONE | $11,754 | not reported in the loaded dataset | 2023 |
| Hub International Nw, LLC | NONE | $6,156 | not reported in the loaded dataset | 2023 |
| Ethix Insurance, Inc. | NONE | $6,115 | not reported in the loaded dataset | 2023 |
| Karin J Morrison Dba Evergreen | NONE | $5,422 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Western Healthcare Insurance Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Brown & Brown Of Washington, Inc, — Schedule C compensation
- Vimly Benefit Solutions, Inc — Schedule C compensation
- Parker Smith And Feek, Inc. — Schedule C compensation
- Kibble & Prentice Dba Usi Ins Servi — Schedule C compensation
- Digital Insurance, Inc. — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- First Choice Health Employee Assist — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Washington Hospital Services, Inc. — Schedule C compensation
- Schoedel & Schoedel, Cpas, Pllc — Schedule C compensation
- Mercer Health & Benefits, LLC — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Hub International Nw, LLC — Schedule C compensation
- Ethix Insurance, Inc. — Schedule C compensation
- Karin J Morrison Dba Evergreen — Schedule C compensation