Northwest Sheet Metal Workers Health And Welfare Plan — Form 5500 plan (Bot, Northwest Sheet Metal Workers Health & Welfare Plan)
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, Northwest Sheet Metal Workers Health And Welfare Plan is a benefit plan reported by Bot, Northwest Sheet Metal Workers Health & Welfare Plan under EIN 91-0589283 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,981 participants and $189,542,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot, Northwest Sheet Metal Workers Health & Welfare Plan
- EIN
- 91-0589283
- Plan number
- 501
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 5,981
- End-of-year plan assets
- $189,542,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,981 | H, C | 20250116143216NAL0012786883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,542,011
- Total liabilities (EOY)
- $15,934,999
- Net assets (EOY)
- $173,607,012
- Net assets (BOY)
- $156,289,715
Income & contributions
- Employer contributions
- $98,598,633
- Participant contributions
- $6,719,152
- Total contributions
- $114,775,722
- Total income / additions
- $125,291,417
Expenses & distributions
- Benefits paid
- $101,406,568
- Administrative expenses
- $6,567,552
- Total expenses
- $107,974,120
- Net increase / (decrease)
- $17,317,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna | NONE | $1,677,889 | not reported in the loaded dataset | 2023 |
| A.W.Rehn And Associates | NONE | $1,641,627 | not reported in the loaded dataset | 2023 |
| Paydhealth | NONE | $1,041,538 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $361,139 | not reported in the loaded dataset | 2023 |
| Guardian Nurses | NONE | $346,773 | not reported in the loaded dataset | 2023 |
| Greenlight | NONE | $238,072 | not reported in the loaded dataset | 2023 |
| Elixir | NONE | $210,111 | not reported in the loaded dataset | 2023 |
| Transcarent | NONE | $136,025 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $111,908 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve, & Gagliardi Ps | NONE | $89,046 | not reported in the loaded dataset | 2023 |
| First Choice Health | NONE | $88,965 | not reported in the loaded dataset | 2023 |
| Washington Trust Bank | PARTY-IN-INTEREST | $88,732 | not reported in the loaded dataset | 2023 |
| Healthcare Cost Mgt Corp Of Alaska | NONE | $76,384 | not reported in the loaded dataset | 2023 |
| Buck Global | NONE | $64,099 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin Pllc | NONE | $61,976 | not reported in the loaded dataset | 2023 |
| Lawton Printing | NONE | $59,675 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors | NONE | $34,088 | not reported in the loaded dataset | 2023 |
| Mzq Consulting, LLC | NONE | $34,086 | not reported in the loaded dataset | 2023 |
| Mckanna Bishop Joffee Llp | NONE | $32,988 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $30,500 | not reported in the loaded dataset | 2023 |
| Advantria | NONE | $20,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot, Northwest Sheet Metal Workers Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Aetna — Schedule C compensation
- A.W.Rehn And Associates — Schedule C compensation
- Paydhealth — Schedule C compensation
- Delta Dental — Schedule C compensation
- Guardian Nurses — Schedule C compensation
- Greenlight — Schedule C compensation
- Elixir — Schedule C compensation
- Transcarent — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Turner, Stoeve, & Gagliardi Ps — Schedule C compensation
- First Choice Health — Schedule C compensation
- Washington Trust Bank — Schedule C compensation
- Healthcare Cost Mgt Corp Of Alaska — Schedule C compensation
- Buck Global — Schedule C compensation
- Anastasi, Moore & Martin Pllc — Schedule C compensation
- Lawton Printing — Schedule C compensation
- Highland Capital Advisors — Schedule C compensation
- Mzq Consulting, LLC — Schedule C compensation
- Mckanna Bishop Joffee Llp — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Advantria — Schedule C compensation