Central Washington Health Services Association Tax Sheltered Annuity Plan — Form 5500 plan (Central Washington Health Services Association)
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, Central Washington Health Services Association Tax Sheltered Annuity Plan is a benefit plan reported by Central Washington Health Services Association under EIN 91-0171250 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,975 participants and $128,534,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Washington Health Services Association
- EIN
- 91-0171250
- Plan number
- 002
- Plan type
- 2
- Location
- Wenatchee, WA
- Latest filing year
- 2023
- Participants
- 1,975
- End-of-year plan assets
- $128,534,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,975 | H, C | 20241015200305NAL0017153955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,534,502
- Total liabilities (EOY)
- $20
- Net assets (EOY)
- $128,534,482
- Net assets (BOY)
- $117,251,983
Income & contributions
- Employer contributions
- $3,183,961
- Participant contributions
- $4,153,915
- Total contributions
- $7,391,025
- Total income / additions
- $28,725,545
Expenses & distributions
- Benefits paid
- $17,326,462
- Administrative expenses
- $123,934
- Total expenses
- $17,443,046
- Net increase / (decrease)
- $11,282,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $60,032 | $0 | 2023 |
| Strategic Advisors, Inc | INV ADVISOR | $52,878 | not reported in the loaded dataset | 2023 |
| Verus | CONSULTANT | $6,250 | not reported in the loaded dataset | 2023 |
| Harlowe & Falk Llp | LEGAL | $5,024 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Washington Health Services Association
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Wenatchee, WA
- Fid Inv Inst Ops Co — Schedule C compensation
- Strategic Advisors, Inc — Schedule C compensation
- Verus — Schedule C compensation
- Harlowe & Falk Llp — Schedule C compensation