Olympic Benefits Trust — Form 5500 plan (Olympic Benefits 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, Olympic Benefits Trust is a benefit plan reported by Olympic Benefits Trust under EIN 91-1543495 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,761 participants and $215,993 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$153.3KPlan net assets, end of year$153,284
Participants2.8KCovered participants reported2,761
Assets / participant$78Computed: assets ÷ participants$78 (computed)
Provider compensation$111.1K3 Schedule C provider row(s)$111,059
- Plan sponsor
- Olympic Benefits Trust
- EIN
- 91-1543495
- Plan number
- 501
- Plan type
- 3
- Location
- Olympia, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,761 | H, C | 20241210185714NAL0006527939001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$216K total assets
Net assets$153.3KLiabilities$62.7K
Full reported line items
Net assets
- Total assets (EOY)
- $215,993
- Total liabilities (EOY)
- $62,709
- Net assets (EOY)
- $153,284
- Net assets (BOY)
- $209,023
Income & contributions
- Employer contributions
- $2,410,170
- Total contributions
- $2,410,170
- Total income / additions
- $2,438,380
Expenses & distributions
- Benefits paid
- $2,365,858
- Administrative expenses
- $128,261
- Total expenses
- $2,494,119
- Net increase / (decrease)
- -$55,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trusteed Plans Service Corporation | NONE | $60,705 | $0 | 2023 |
| Thurston County Chamber | SPONSOR | $35,334 | $0 | 2023 |
| Northwest Marketing Resources | NONE | $15,020 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Olympic Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Olympia, WA
- Trusteed Plans Service Corporation — Schedule C compensation
- Thurston County Chamber — Schedule C compensation
- Northwest Marketing Resources — Schedule C compensation