Puget Sound Benefits Trust — Form 5500 plan (Board Of Trustees Puget Sound 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, Puget Sound Benefits Trust is a benefit plan reported by Board Of Trustees Puget Sound Benefits Trust under EIN 91-6028312 and plan number 501. The latest loaded filing year is 2023. The filing reports 298 participants and $6,817,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Puget Sound Benefits Trust
- EIN
- 91-6028312
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $6,817,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241009150450NAL0033152352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,817,186
- Total liabilities (EOY)
- $471,251
- Net assets (EOY)
- $6,345,935
- Net assets (BOY)
- $6,326,029
Income & contributions
- Employer contributions
- $5,373,320
- Participant contributions
- $82,987
- Total contributions
- $5,456,307
- Total income / additions
- $5,932,959
Expenses & distributions
- Benefits paid
- $5,404,448
- Administrative expenses
- $508,605
- Total expenses
- $5,913,053
- Net increase / (decrease)
- $19,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin Svc, Inc. | PARTICIPATING EMPLOYER | $237,391 | not reported in the loaded dataset | 2023 |
| Premera | NONE | $71,520 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Washington | NONE | $44,830 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $44,100 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $26,723 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $13,288 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales Josephson | PARTICIPATING EMPLOYER | $10,200 | not reported in the loaded dataset | 2023 |
| Innovative Care Management | NONE | $9,910 | not reported in the loaded dataset | 2023 |
| Zelis Claim Integrity | NONE | $9,772 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $6,898 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Puget Sound Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin Svc, Inc. — Schedule C compensation
- Premera — Schedule C compensation
- Delta Dental Of Washington — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Barlow Coughran Morales Josephson — Schedule C compensation
- Innovative Care Management — Schedule C compensation
- Zelis Claim Integrity — Schedule C compensation
- Bank Of America — Schedule C compensation