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WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 401k Plan overview

Plan NameWASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN
Plan identification number 501

WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover
  • 10 or more employer plan under Code section 419A(f)(6).

401k Sponsoring company profile

WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST
Employer identification number (EIN):202563188
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ROBERT TE WINKEL ROBERT TE WINKEL2018-10-12
5012016-01-01ROBERT TE WINKEL ROBERT TE WINKEL2017-10-11
5012015-01-01MICHAEL SCHUTZLER MICHAEL SCHUTZLER2016-10-16
5012014-01-01MICHAEL SCHUTZLER MICHAEL SCHUTZLER2015-10-14
5012013-01-01MIKE MONROE MIKE MONROE2014-09-30
5012012-01-01MIKE MONROE MIKE MONROE2013-10-08
5012011-01-01MIKE MONROE MIKE MONROE2012-10-15

Plan Statistics for WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN

401k plan membership statisitcs for WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN

Measure Date Value
2022: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,214
Total number of active participants reported on line 7a of the Form 55002022-01-016,522
Total of all active and inactive participants2022-01-016,522
2021: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,970
Total number of active participants reported on line 7a of the Form 55002021-01-017,214
Total of all active and inactive participants2021-01-017,214
2020: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,478
Total number of active participants reported on line 7a of the Form 55002020-01-016,970
Total of all active and inactive participants2020-01-016,970
2019: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,392
Total number of active participants reported on line 7a of the Form 55002019-01-016,478
Total of all active and inactive participants2019-01-016,478
2018: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,745
Total number of active participants reported on line 7a of the Form 55002018-01-0111,877
Total of all active and inactive participants2018-01-0111,877
2017: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,542
Total number of active participants reported on line 7a of the Form 55002017-01-014,745
Total of all active and inactive participants2017-01-014,745
2016: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,001
Total number of active participants reported on line 7a of the Form 55002016-01-013,542
Total of all active and inactive participants2016-01-013,542
2015: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,443
Total number of active participants reported on line 7a of the Form 55002015-01-013,001
Total of all active and inactive participants2015-01-013,001
2014: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,046
Total number of active participants reported on line 7a of the Form 55002014-01-017,443
Total of all active and inactive participants2014-01-017,443
2013: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,179
Total number of active participants reported on line 7a of the Form 55002013-01-013,046
Total of all active and inactive participants2013-01-013,046
2012: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,019
Total number of active participants reported on line 7a of the Form 55002012-01-013,179
Total of all active and inactive participants2012-01-013,179
2011: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,222
Total number of active participants reported on line 7a of the Form 55002011-01-013,019
Total of all active and inactive participants2011-01-013,019

Financial Data on WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN

Measure Date Value
2022 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-296,968
Total unrealized appreciation/depreciation of assets2022-12-31$-296,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,644,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,879,634
Total income from all sources (including contributions)2022-12-31$82,416,645
Total loss/gain on sale of assets2022-12-31$-5,716
Total of all expenses incurred2022-12-31$82,933,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$71,441,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$82,559,176
Value of total assets at end of year2022-12-31$3,429,144
Value of total assets at beginning of year2022-12-31$4,181,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,491,409
Total interest from all sources2022-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$83,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$83,240
Administrative expenses professional fees incurred2022-12-31$5,430,991
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$857,163
Participant contributions at end of year2022-12-31$32,345
Participant contributions at beginning of year2022-12-31$74,575
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$161,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$96,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,128,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,177,625
Other income not declared elsewhere2022-12-31$76,871
Administrative expenses (other) incurred2022-12-31$67,991
Liabilities. Value of operating payables at end of year2022-12-31$108,340
Liabilities. Value of operating payables at beginning of year2022-12-31$125,295
Total non interest bearing cash at end of year2022-12-31$2,024,404
Total non interest bearing cash at beginning of year2022-12-31$2,379,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-516,450
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,784,921
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,301,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,081,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,300,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$57,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$69,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$69,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$42
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$71,280,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$81,702,013
Employer contributions (assets) at end of year2022-12-31$136,696
Employer contributions (assets) at beginning of year2022-12-31$356,031
Contract administrator fees2022-12-31$5,980,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$407,358
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$576,714
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$625,000
Aggregate carrying amount (costs) on sale of assets2022-12-31$630,716
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2022-12-31910614823
2021 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-17,881
Total unrealized appreciation/depreciation of assets2021-12-31$-17,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,879,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,080,188
Total income from all sources (including contributions)2021-12-31$81,147,976
Total of all expenses incurred2021-12-31$81,027,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$69,769,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$80,997,484
Value of total assets at end of year2021-12-31$4,181,005
Value of total assets at beginning of year2021-12-31$4,261,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,258,351
Total interest from all sources2021-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$100,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$100,208
Administrative expenses professional fees incurred2021-12-31$5,275,730
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,015,445
Participant contributions at end of year2021-12-31$74,575
Participant contributions at beginning of year2021-12-31$82,882
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$66,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,177,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,406,819
Other income not declared elsewhere2021-12-31$68,157
Administrative expenses (other) incurred2021-12-31$58,658
Liabilities. Value of operating payables at end of year2021-12-31$125,295
Liabilities. Value of operating payables at beginning of year2021-12-31$113,262
Total non interest bearing cash at end of year2021-12-31$2,379,783
Total non interest bearing cash at beginning of year2021-12-31$2,559,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$120,424
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,301,371
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,180,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$13,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,300,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,218,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$69,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$83,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$83,247
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$69,702,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$79,982,039
Employer contributions (assets) at end of year2021-12-31$356,031
Employer contributions (assets) at beginning of year2021-12-31$316,947
Contract administrator fees2021-12-31$5,910,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$576,714
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$560,107
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2021-12-31910614823
2020 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$51,616
Total unrealized appreciation/depreciation of assets2020-12-31$51,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,080,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,875,446
Total income from all sources (including contributions)2020-12-31$74,120,485
Total of all expenses incurred2020-12-31$73,930,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$63,606,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$73,920,616
Value of total assets at end of year2020-12-31$4,261,135
Value of total assets at beginning of year2020-12-31$3,866,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,323,384
Total interest from all sources2020-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$57,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$57,413
Administrative expenses professional fees incurred2020-12-31$4,862,593
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,327,794
Participant contributions at end of year2020-12-31$82,882
Participant contributions at beginning of year2020-12-31$25,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$61,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,406,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,056,832
Other income not declared elsewhere2020-12-31$90,822
Administrative expenses (other) incurred2020-12-31$51,817
Liabilities. Value of operating payables at end of year2020-12-31$113,262
Liabilities. Value of operating payables at beginning of year2020-12-31$135,069
Total non interest bearing cash at end of year2020-12-31$2,559,301
Total non interest bearing cash at beginning of year2020-12-31$2,286,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$190,165
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,180,947
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,990,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,218,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,109,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$83,247
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$94,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$94,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$18
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$63,545,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$72,592,822
Employer contributions (assets) at end of year2020-12-31$316,947
Employer contributions (assets) at beginning of year2020-12-31$350,110
Contract administrator fees2020-12-31$5,397,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$560,107
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$683,545
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2020-12-31910614823
2019 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$119,208
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$119,208
Total unrealized appreciation/depreciation of assets2019-12-31$119,208
Total unrealized appreciation/depreciation of assets2019-12-31$119,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,875,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,875,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,171,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,171,665
Total income from all sources (including contributions)2019-12-31$65,571,829
Total income from all sources (including contributions)2019-12-31$65,571,829
Total loss/gain on sale of assets2019-12-31$-13,807
Total of all expenses incurred2019-12-31$65,471,660
Total of all expenses incurred2019-12-31$65,471,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$56,262,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$56,262,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$65,297,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$65,297,070
Value of total assets at end of year2019-12-31$3,866,228
Value of total assets at end of year2019-12-31$3,866,228
Value of total assets at beginning of year2019-12-31$4,062,278
Value of total assets at beginning of year2019-12-31$4,062,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,209,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,209,596
Total interest from all sources2019-12-31$43
Total interest from all sources2019-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,075
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,075
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,075
Administrative expenses professional fees incurred2019-12-31$4,350,837
Administrative expenses professional fees incurred2019-12-31$4,350,837
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,060,463
Contributions received from participants2019-12-31$1,060,463
Participant contributions at end of year2019-12-31$25,783
Participant contributions at end of year2019-12-31$25,783
Participant contributions at beginning of year2019-12-31$42,331
Participant contributions at beginning of year2019-12-31$42,331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$57,149
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$57,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$122
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,056,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,056,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,299,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,299,382
Other income not declared elsewhere2019-12-31$114,240
Other income not declared elsewhere2019-12-31$114,240
Administrative expenses (other) incurred2019-12-31$48,492
Administrative expenses (other) incurred2019-12-31$48,492
Liabilities. Value of operating payables at end of year2019-12-31$135,069
Liabilities. Value of operating payables at end of year2019-12-31$135,069
Liabilities. Value of operating payables at beginning of year2019-12-31$123,194
Liabilities. Value of operating payables at beginning of year2019-12-31$123,194
Total non interest bearing cash at end of year2019-12-31$2,286,164
Total non interest bearing cash at end of year2019-12-31$2,286,164
Total non interest bearing cash at beginning of year2019-12-31$2,773,425
Total non interest bearing cash at beginning of year2019-12-31$2,773,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$100,169
Value of net income/loss2019-12-31$100,169
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,990,782
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,990,782
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,890,613
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,890,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,292
Investment advisory and management fees2019-12-31$11,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,109,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,109,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,028,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,028,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$94,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$94,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$25,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$25,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$56,204,915
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$56,204,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$64,236,607
Contributions received in cash from employer2019-12-31$64,236,607
Employer contributions (assets) at end of year2019-12-31$350,110
Employer contributions (assets) at end of year2019-12-31$350,110
Employer contributions (assets) at beginning of year2019-12-31$176,391
Employer contributions (assets) at beginning of year2019-12-31$176,391
Contract administrator fees2019-12-31$4,798,975
Contract administrator fees2019-12-31$4,798,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$683,545
Liabilities. Value of benefit claims payable at end of year2019-12-31$683,545
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$749,089
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$749,089
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$80,045
Aggregate proceeds on sale of assets2019-12-31$80,045
Aggregate carrying amount (costs) on sale of assets2019-12-31$93,852
Aggregate carrying amount (costs) on sale of assets2019-12-31$93,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm name2019-12-31SCHOEDEL & SCHOEDEL, CPAS PLLC
Accountancy firm EIN2019-12-31910614823
Accountancy firm EIN2019-12-31910614823
2018 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,171,665
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,946,148
Total income from all sources (including contributions)2018-12-31$54,706,891
Total loss/gain on sale of assets2018-12-31$8,358
Total of all expenses incurred2018-12-31$54,789,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$47,197,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$54,538,125
Value of total assets at end of year2018-12-31$4,062,278
Value of total assets at beginning of year2018-12-31$3,919,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,591,871
Total interest from all sources2018-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$48,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$48,372
Administrative expenses professional fees incurred2018-12-31$3,696,212
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$821,882
Participant contributions at end of year2018-12-31$42,331
Participant contributions at beginning of year2018-12-31$24,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$48,138
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$15,310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$50,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,299,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,362,642
Other income not declared elsewhere2018-12-31$202,085
Administrative expenses (other) incurred2018-12-31$47,949
Liabilities. Value of operating payables at end of year2018-12-31$123,194
Liabilities. Value of operating payables at beginning of year2018-12-31$77,505
Total non interest bearing cash at end of year2018-12-31$2,773,425
Total non interest bearing cash at beginning of year2018-12-31$2,478,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-82,629
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,890,613
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,973,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$11,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,028,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,072,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$25,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$26,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$26,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$34
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$47,149,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-90,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$53,716,243
Employer contributions (assets) at end of year2018-12-31$176,391
Employer contributions (assets) at beginning of year2018-12-31$266,461
Contract administrator fees2018-12-31$3,836,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$749,089
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$506,001
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$897,871
Aggregate carrying amount (costs) on sale of assets2018-12-31$889,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2018-12-31910614823
2017 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,946,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,945,584
Total income from all sources (including contributions)2017-12-31$48,294,090
Total loss/gain on sale of assets2017-12-31$12,684
Total of all expenses incurred2017-12-31$48,545,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$41,430,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,002,820
Value of total assets at end of year2017-12-31$3,919,390
Value of total assets at beginning of year2017-12-31$4,170,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,114,904
Total interest from all sources2017-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$82,358
Administrative expenses professional fees incurred2017-12-31$2,789,205
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$710,958
Participant contributions at end of year2017-12-31$24,306
Participant contributions at beginning of year2017-12-31$23,772
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$50,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,362,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,135,405
Other income not declared elsewhere2017-12-31$184,485
Administrative expenses (other) incurred2017-12-31$14,568
Liabilities. Value of operating payables at end of year2017-12-31$77,505
Liabilities. Value of operating payables at beginning of year2017-12-31$239,649
Total non interest bearing cash at end of year2017-12-31$2,478,651
Total non interest bearing cash at beginning of year2017-12-31$2,909,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-251,658
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,973,242
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,224,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,072,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$992,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$26,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$23
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$41,430,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$47,291,862
Employer contributions (assets) at end of year2017-12-31$266,461
Employer contributions (assets) at beginning of year2017-12-31$233,915
Contract administrator fees2017-12-31$4,300,805
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$506,001
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$570,530
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,111,624
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,098,940
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2017-12-31910614823
2016 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,945,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,184,231
Total income from all sources (including contributions)2016-12-31$37,200,907
Total loss/gain on sale of assets2016-12-31$-135,916
Total of all expenses incurred2016-12-31$36,978,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,218,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$36,999,529
Value of total assets at end of year2016-12-31$4,170,484
Value of total assets at beginning of year2016-12-31$4,186,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,760,178
Total interest from all sources2016-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$31,428
Administrative expenses professional fees incurred2016-12-31$3,529,428
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$74,723
Participant contributions at end of year2016-12-31$23,772
Participant contributions at beginning of year2016-12-31$7,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$114
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$59,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,135,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,382,857
Other income not declared elsewhere2016-12-31$197,257
Administrative expenses (other) incurred2016-12-31$17,616
Liabilities. Value of operating payables at end of year2016-12-31$239,649
Liabilities. Value of operating payables at beginning of year2016-12-31$203,703
Total non interest bearing cash at end of year2016-12-31$2,909,913
Total non interest bearing cash at beginning of year2016-12-31$3,072,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$222,702
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,224,900
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,002,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$992,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$996,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$32,218,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$108,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$36,924,806
Employer contributions (assets) at end of year2016-12-31$233,915
Employer contributions (assets) at beginning of year2016-12-31$38,716
Contract administrator fees2016-12-31$1,203,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$570,530
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$597,671
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$636,700
Aggregate carrying amount (costs) on sale of assets2016-12-31$772,616
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2016-12-31910614823
2015 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,184,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,998,724
Total income from all sources (including contributions)2015-12-31$50,421,938
Total of all expenses incurred2015-12-31$50,320,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,303,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,390,810
Value of total assets at end of year2015-12-31$4,186,429
Value of total assets at beginning of year2015-12-31$5,899,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,016,717
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$75,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$75,829
Administrative expenses professional fees incurred2015-12-31$5,163,708
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$476,435
Participant contributions at end of year2015-12-31$7,156
Participant contributions at beginning of year2015-12-31$3,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$59,578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$178,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,382,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,580,450
Other income not declared elsewhere2015-12-31$67,189
Administrative expenses (other) incurred2015-12-31$20,333
Liabilities. Value of operating payables at end of year2015-12-31$203,703
Liabilities. Value of operating payables at beginning of year2015-12-31$188,828
Total non interest bearing cash at end of year2015-12-31$3,072,234
Total non interest bearing cash at beginning of year2015-12-31$904,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$101,441
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,002,198
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,900,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$996,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,055,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,704,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,704,623
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$44,303,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-111,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$49,914,375
Employer contributions (assets) at end of year2015-12-31$38,716
Employer contributions (assets) at beginning of year2015-12-31$52,101
Contract administrator fees2015-12-31$822,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$597,671
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,229,446
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHOEDEL & SCHOEDEL, CPAS, PLLC
Accountancy firm EIN2015-12-31910614823
2014 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,998,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,949,455
Total income from all sources (including contributions)2014-12-31$52,615,079
Total of all expenses incurred2014-12-31$52,536,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,456,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$52,449,395
Value of total assets at end of year2014-12-31$5,899,481
Value of total assets at beginning of year2014-12-31$3,771,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,080,173
Total interest from all sources2014-12-31$207
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$60,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$60,902
Administrative expenses professional fees incurred2014-12-31$5,169,862
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$371,785
Participant contributions at end of year2014-12-31$3,769
Participant contributions at beginning of year2014-12-31$11,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$178,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$919,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,580,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,389,528
Other income not declared elsewhere2014-12-31$107,850
Administrative expenses (other) incurred2014-12-31$10,718
Liabilities. Value of operating payables at end of year2014-12-31$188,828
Liabilities. Value of operating payables at beginning of year2014-12-31$82,045
Total non interest bearing cash at end of year2014-12-31$904,744
Total non interest bearing cash at beginning of year2014-12-31$1,754,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$78,443
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,900,757
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,822,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,055,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,704,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,023,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,023,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$207
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$46,456,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$52,077,610
Employer contributions (assets) at end of year2014-12-31$52,101
Employer contributions (assets) at beginning of year2014-12-31$62,957
Contract administrator fees2014-12-31$897,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,229,446
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$477,882
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHOEDEL & SCHOEDEL, CPAS, PLLC
Accountancy firm EIN2014-12-31910614823
2013 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,949,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,619,724
Total income from all sources (including contributions)2013-12-31$25,705,628
Total of all expenses incurred2013-12-31$25,630,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,662,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,667,479
Value of total assets at end of year2013-12-31$3,771,769
Value of total assets at beginning of year2013-12-31$3,366,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,968,389
Total interest from all sources2013-12-31$1,559
Administrative expenses professional fees incurred2013-12-31$2,528,702
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$193,123
Participant contributions at end of year2013-12-31$11,637
Participant contributions at beginning of year2013-12-31$3,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$919,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$813,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,389,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,125,706
Other income not declared elsewhere2013-12-31$36,590
Administrative expenses (other) incurred2013-12-31$2,920
Liabilities. Value of operating payables at end of year2013-12-31$82,045
Liabilities. Value of operating payables at beginning of year2013-12-31$64,885
Total non interest bearing cash at end of year2013-12-31$1,754,553
Total non interest bearing cash at beginning of year2013-12-31$1,471,212
Value of net income/loss2013-12-31$75,174
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,822,314
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,747,140
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,023,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,016,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,016,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,559
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$22,662,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$25,474,356
Employer contributions (assets) at end of year2013-12-31$62,957
Employer contributions (assets) at beginning of year2013-12-31$61,325
Contract administrator fees2013-12-31$436,767
Liabilities. Value of benefit claims payable at end of year2013-12-31$477,882
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$429,133
Did the plan have assets held for investment2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHOEDEL & SCHOEDEL CPAS, PLLC
Accountancy firm EIN2013-12-31910614823
2012 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,619,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,553,828
Total income from all sources (including contributions)2012-12-31$25,820,432
Total of all expenses incurred2012-12-31$25,514,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,918,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$25,737,625
Value of total assets at end of year2012-12-31$3,366,864
Value of total assets at beginning of year2012-12-31$2,994,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,595,251
Total interest from all sources2012-12-31$2,561
Administrative expenses professional fees incurred2012-12-31$2,134,178
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$135,359
Participant contributions at end of year2012-12-31$3,941
Participant contributions at beginning of year2012-12-31$2,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$813,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$622,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,125,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$981,025
Other income not declared elsewhere2012-12-31$80,246
Administrative expenses (other) incurred2012-12-31$28,211
Liabilities. Value of operating payables at end of year2012-12-31$64,885
Liabilities. Value of operating payables at beginning of year2012-12-31$78,697
Value of net income/loss2012-12-31$306,325
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,747,140
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,440,815
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,487,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,324,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,324,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,561
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$22,918,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$25,602,266
Employer contributions (assets) at end of year2012-12-31$61,325
Employer contributions (assets) at beginning of year2012-12-31$44,869
Contract administrator fees2012-12-31$432,862
Liabilities. Value of benefit claims payable at end of year2012-12-31$429,133
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$494,106
Did the plan have assets held for investment2012-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHOEDEL & SCHOEDEL, CPAS, PLLC
Accountancy firm EIN2012-12-31910614823
2011 : WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,553,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,353,854
Total income from all sources (including contributions)2011-12-31$21,766,798
Total of all expenses incurred2011-12-31$21,523,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,370,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,728,466
Value of total assets at end of year2011-12-31$2,994,643
Value of total assets at beginning of year2011-12-31$2,551,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,153,571
Total interest from all sources2011-12-31$3,527
Administrative expenses professional fees incurred2011-12-31$1,771,989
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$216,342
Participant contributions at end of year2011-12-31$2,304
Participant contributions at beginning of year2011-12-31$9,136
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$35,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$622,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$377,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$981,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$894,940
Other income not declared elsewhere2011-12-31$34,805
Administrative expenses (other) incurred2011-12-31$5,541
Liabilities. Value of operating payables at end of year2011-12-31$78,697
Liabilities. Value of operating payables at beginning of year2011-12-31$59,015
Total non interest bearing cash at beginning of year2011-12-31$8,651
Value of net income/loss2011-12-31$242,952
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,440,815
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,197,863
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,324,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,049,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,049,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,527
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$19,334,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$21,512,124
Employer contributions (assets) at end of year2011-12-31$44,869
Employer contributions (assets) at beginning of year2011-12-31$106,934
Contract administrator fees2011-12-31$376,041
Liabilities. Value of benefit claims payable at end of year2011-12-31$494,106
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$399,899
Did the plan have assets held for investment2011-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHOEDEL & SCHOEDEL, CPAS, PLLC
Accountancy firm EIN2011-12-31910614823

Form 5500 Responses for WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN

2022: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION EMPLOYEE BENEFIT TRUST PLAN 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number100000106
Policy instance 3
Insurance contract or identification number100000106
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,459,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number53476280001
Policy instance 2
Insurance contract or identification number53476280001
Number of Individuals Covered8466
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $43,126
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $736,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,126
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30075088
Policy instance 1
Insurance contract or identification number30075088
Number of Individuals Covered5853
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $611,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number100000106
Policy instance 3
Insurance contract or identification number100000106
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,051,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5347628
Policy instance 2
Insurance contract or identification number5347628
Number of Individuals Covered8718
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $28,690
Total amount of fees paid to insurance companyUSD $3,937
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $678,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,690
Amount paid for insurance broker fees3937
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30075088
Policy instance 1
Insurance contract or identification number30075088
Number of Individuals Covered5902
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $577,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30075088
Policy instance 1
Insurance contract or identification number30075088
Number of Individuals Covered4460
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $486,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5347628
Policy instance 2
Insurance contract or identification number5347628
Number of Individuals Covered7329
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,156
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $416,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,156
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number100000106
Policy instance 3
Insurance contract or identification number100000106
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,324,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30075088
Policy instance 1
Insurance contract or identification number30075088
Number of Individuals Covered4351
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $401,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5347628
Policy instance 2
Insurance contract or identification number5347628
Number of Individuals Covered13521
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $27,122
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $538,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,122
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number100000106
Policy instance 3
Insurance contract or identification number100000106
Number of Individuals Covered6687
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $1,195,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30075088
Policy instance 1
Insurance contract or identification number30075088
Number of Individuals Covered3813
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $341,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number100000106
Policy instance 3
Insurance contract or identification number100000106
Number of Individuals Covered5765
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Welfare Benefit Premiums Paid to CarrierUSD $945,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05347628
Policy instance 2
Insurance contract or identification numberTS05347628
Number of Individuals Covered11419
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $16,168
Total amount of fees paid to insurance companyUSD $1,246
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $379,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,168
Insurance broker organization code?3
Amount paid for insurance broker fees1246
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number71, 72, 73, 74
Policy instance 1
Insurance contract or identification number71, 72, 73, 74
Number of Individuals Covered6206
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,506,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30075088
Policy instance 2
Insurance contract or identification number30075088
Number of Individuals Covered3493
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $325,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0813290
Policy instance 3
Insurance contract or identification number0813290
Number of Individuals Covered5133
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $190,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberWTIA
Policy instance 4
Insurance contract or identification numberWTIA
Number of Individuals Covered4715
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $42,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number100000106
Policy instance 5
Insurance contract or identification number100000106
Number of Individuals Covered10578
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,721,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 )
Policy contract number100000008
Policy instance 5
Insurance contract or identification number100000008
Number of Individuals Covered168
Insurance policy start date2014-12-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $480
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $659,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees220
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameCORKERY & JONES BENEFITS INC
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number100000008
Policy instance 4
Insurance contract or identification number100000008
Number of Individuals Covered9361
Insurance policy start date2014-12-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $140,999
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,628,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees90670
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORTHWEST BENEFIT SOLUTIONS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number813290
Policy instance 3
Insurance contract or identification number813290
Number of Individuals Covered5298
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $203,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044146
Policy instance 2
Insurance contract or identification number30044146
Number of Individuals Covered4715
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $390,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number71, 72, 73, 74
Policy instance 1
Insurance contract or identification number71, 72, 73, 74
Number of Individuals Covered3109
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,307,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number100000106
Policy instance 7
Insurance contract or identification number100000106
Insurance policy start date2015-11-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,233,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberWTIA
Policy instance 6
Insurance contract or identification numberWTIA
Number of Individuals Covered2944
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $-10,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number6444600
Policy instance 8
Insurance contract or identification number6444600
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberWTIA
Policy instance 7
Insurance contract or identification numberWTIA
Number of Individuals Covered14376
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $121,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number5002200
Policy instance 1
Insurance contract or identification number5002200
Number of Individuals Covered11
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number71, 72, 73, 74
Policy instance 2
Insurance contract or identification number71, 72, 73, 74
Number of Individuals Covered7472
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,418,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044146
Policy instance 3
Insurance contract or identification number30044146
Number of Individuals Covered4772
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $417,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number813290
Policy instance 4
Insurance contract or identification number813290
Number of Individuals Covered6874
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $182,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number100000008
Policy instance 5
Insurance contract or identification number100000008
Number of Individuals Covered12925
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $251,057
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,343,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees142870
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameDIAMOND BENEFITS INSURANCE SERVICES
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 )
Policy contract number100000008
Policy instance 6
Insurance contract or identification number100000008
Number of Individuals Covered265
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,360
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $633,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1260
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameKEVIN M. WERLINGER
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberWTIA
Policy instance 7
Insurance contract or identification numberWTIA
Number of Individuals Covered3326
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $40,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number5002200
Policy instance 1
Insurance contract or identification number5002200
Number of Individuals Covered47
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $240,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number364-366,826 869
Policy instance 2
Insurance contract or identification number364-366,826 869
Number of Individuals Covered3379
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07112026
Policy instance 3
Insurance contract or identification number07112026
Number of Individuals Covered1889
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $208,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number813290
Policy instance 4
Insurance contract or identification number813290
Number of Individuals Covered3214
Insurance policy start date2012-10-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $141,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number10000008
Policy instance 5
Insurance contract or identification number10000008
Number of Individuals Covered3104
Insurance policy start date2012-10-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $51,543
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,616,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,560
Insurance broker organization code?3
Insurance broker nameGHB INSURANCE, INC.
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 )
Policy contract number10000008
Policy instance 6
Insurance contract or identification number10000008
Number of Individuals Covered18
Insurance policy start date2012-10-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberWTIA
Policy instance 7
Insurance contract or identification numberWTIA
Number of Individuals Covered2518
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $41,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number5002200 ET AL
Policy instance 1
Insurance contract or identification number5002200 ET AL
Number of Individuals Covered137
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $609,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number364-366,826 828
Policy instance 2
Insurance contract or identification number364-366,826 828
Number of Individuals Covered2449
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07112026
Policy instance 3
Insurance contract or identification number07112026
Number of Individuals Covered2335
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $248,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number813290
Policy instance 4
Insurance contract or identification number813290
Number of Individuals Covered2420
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $116,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number10000008
Policy instance 5
Insurance contract or identification number10000008
Number of Individuals Covered2870
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $80,384
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,783,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,200
Insurance broker organization code?3
Insurance broker nameKIBBLE & PRENTICE
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 )
Policy contract number10000008
Policy instance 6
Insurance contract or identification number10000008
Number of Individuals Covered23
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $390
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $165,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $360
Insurance broker organization code?3
Insurance broker nameMOLONEY & O'NEILL LIFE INC.
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number5002200 ET AL
Policy instance 1
Insurance contract or identification number5002200 ET AL
Number of Individuals Covered57
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $550,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 )
Policy contract number10000008
Policy instance 6
Insurance contract or identification number10000008
Number of Individuals Covered27
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number10000008
Policy instance 5
Insurance contract or identification number10000008
Number of Individuals Covered2541
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,773,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number813290
Policy instance 4
Insurance contract or identification number813290
Number of Individuals Covered2879
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $115,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07112026
Policy instance 3
Insurance contract or identification number07112026
Number of Individuals Covered2193
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $238,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number364-366,826 828
Policy instance 2
Insurance contract or identification number364-366,826 828
Number of Individuals Covered2891
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberWTIA
Policy instance 7
Insurance contract or identification numberWTIA
Number of Individuals Covered2736
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $35,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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