Retiree'S Welfare Trust — Form 5500 plan (Retiree'S Welfare Trust Board Of Trustees)
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, Retiree'S Welfare Trust is a benefit plan reported by Retiree'S Welfare Trust Board Of Trustees under EIN 91-6065367 and plan number 501. The latest loaded filing year is 2023. The filing reports 19,069 participants and $133,666,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retiree'S Welfare Trust Board Of Trustees
- EIN
- 91-6065367
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 19,069
- End-of-year plan assets
- $133,666,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,069 | H, C | 20241015184253NAL0015268451004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $133,666,487
- Total liabilities (EOY)
- $5,213,110
- Net assets (EOY)
- $128,453,377
- Net assets (BOY)
- $110,658,155
Income & contributions
- Employer contributions
- $31,318,161
- Participant contributions
- $17,501,629
- Total contributions
- $48,819,790
- Total income / additions
- $58,147,472
Expenses & distributions
- Benefits paid
- $36,345,116
- Administrative expenses
- $4,007,134
- Total expenses
- $40,352,250
- Net increase / (decrease)
- $17,795,222
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $3,279,190 | not reported in the loaded dataset | 2023 |
| Premera Blue Cross | NONE | $457,408 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $58,326 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $56,996 | not reported in the loaded dataset | 2023 |
| Dimartino Associates | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Wilmington Trust Company | NONE | $24,860 | $0 | 2023 |
| Medimpact Healthcare Systems, Inc. | NONE | $22,006 | not reported in the loaded dataset | 2023 |
| Reid, Mccarthy, Ballew & Leahy, Llp | NONE | $16,766 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin, Pllc | NONE | $15,995 | not reported in the loaded dataset | 2023 |
| Kaye-Smith | NONE | $11,080 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Service Printing Co. Inc. | NONE | $5,590 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retiree'S Welfare Trust Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Northwest Administrators, Inc. — Schedule C compensation
- Premera Blue Cross — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Dimartino Associates — Schedule C compensation
- Wilmington Trust Company — Schedule C compensation
- Medimpact Healthcare Systems, Inc. — Schedule C compensation
- Reid, Mccarthy, Ballew & Leahy, Llp — Schedule C compensation
- Anastasi, Moore & Martin, Pllc — Schedule C compensation
- Kaye-Smith — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Service Printing Co. Inc. — Schedule C compensation