Sound Health & Wellness Trust — Form 5500 plan (Board Of Trustees, Sound Health & Wellness 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, Sound Health & Wellness Trust is a benefit plan reported by Board Of Trustees, Sound Health & Wellness Trust under EIN 91-6058475 and plan number 501. The latest loaded filing year is 2023. The filing reports 36,512 participants and $166,213,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Sound Health & Wellness Trust
- EIN
- 91-6058475
- Plan number
- 501
- Plan type
- 1
- Location
- Bothell, WA
- Latest filing year
- 2023
- Participants
- 36,512
- End-of-year plan assets
- $166,213,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,512 | H, C | 20250114152504NAL0011727955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $166,213,396
- Total liabilities (EOY)
- $88,929,315
- Net assets (EOY)
- $77,284,081
- Net assets (BOY)
- $91,678,789
Income & contributions
- Employer contributions
- $275,655,337
- Participant contributions
- $14,231,937
- Total contributions
- $289,887,274
- Total income / additions
- $297,104,717
Expenses & distributions
- Benefits paid
- $304,912,194
- Administrative expenses
- $6,587,231
- Total expenses
- $311,499,425
- Net increase / (decrease)
- -$14,394,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kaiser Foundation Health Plan Of Wa | NONE | $17,469,696 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | CONTRIBUTING EMPLOYER | $5,518,490 | $756,945 | 2023 |
| Aetna | NONE | $3,773,987 | not reported in the loaded dataset | 2023 |
| Guardian Nurses Healthcare Advocate | NONE | $1,431,207 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Washington | NONE | $1,333,427 | not reported in the loaded dataset | 2023 |
| Webmd Health Services Group, Inc | NONE | $1,099,189 | not reported in the loaded dataset | 2023 |
| Zelis Claims Integrity, LLC | NONE | $689,678 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $522,686 | not reported in the loaded dataset | 2023 |
| Activehealth Mgmt Services | NONE | $483,200 | not reported in the loaded dataset | 2023 |
| Medical Insurance Consulting Group | NONE | $476,059 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc | NONE | $349,809 | not reported in the loaded dataset | 2023 |
| Service Printing Co. Inc. | NONE | $255,388 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $228,990 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $222,196 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $160,998 | not reported in the loaded dataset | 2023 |
| Washington Health Alliance | NONE | $135,286 | not reported in the loaded dataset | 2023 |
| Aukema & Associates Inc. | NONE | $114,750 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $104,002 | not reported in the loaded dataset | 2023 |
| Welldyne Rx, Inc | NONE | $84,780 | not reported in the loaded dataset | 2023 |
| Publishers Mailing Services | NONE | $73,408 | not reported in the loaded dataset | 2023 |
| Lockton Companies LLC | NONE | $64,416 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc | NONE | $43,333 | not reported in the loaded dataset | 2023 |
| Iron Mountain, Inc. | NONE | $39,394 | not reported in the loaded dataset | 2023 |
| The Edgewater Hotel | NONE | $27,944 | not reported in the loaded dataset | 2023 |
| Allmed Healthcare Management Inc. | NONE | $23,938 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | NONE | $17,670 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $16,971 | $0 | 2023 |
| The Segal Company | NONE | $14,950 | not reported in the loaded dataset | 2023 |
| Segal Select Ins Services, Inc | NONE | $0 | $14,086 | 2023 |
| Barlow Coughran Morales Josephson | NONE | $13,628 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $12,672 | not reported in the loaded dataset | 2023 |
| Panagora Asset Management, Inc. | NONE | $6,524 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Sound Health & Wellness Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bothell, WA
- Kaiser Foundation Health Plan Of Wa — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Aetna — Schedule C compensation
- Guardian Nurses Healthcare Advocate — Schedule C compensation
- Delta Dental Of Washington — Schedule C compensation
- Webmd Health Services Group, Inc — Schedule C compensation
- Zelis Claims Integrity, LLC — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Activehealth Mgmt Services — Schedule C compensation
- Medical Insurance Consulting Group — Schedule C compensation
- Cheiron, Inc — Schedule C compensation
- Service Printing Co. Inc. — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Washington Health Alliance — Schedule C compensation
- Aukema & Associates Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Welldyne Rx, Inc — Schedule C compensation
- Publishers Mailing Services — Schedule C compensation
- Lockton Companies LLC — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation
- Iron Mountain, Inc. — Schedule C compensation
- The Edgewater Hotel — Schedule C compensation
- Allmed Healthcare Management Inc. — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Select Ins Services, Inc — Schedule C compensation
- Barlow Coughran Morales Josephson — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Panagora Asset Management, Inc. — Schedule C compensation