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Form 5500 · Employee benefit plan · SEATTLE, WA

BOARD OF TRUSTEES, IRON WORKERS TRUST FUND LOCAL NO. 5

The filing calls this plan IRON WORKERS TRUST FUND LOCAL NO. 5 WASHINGTON, DC, WELFARE FUND.

BOARD OF TRUSTEES, IRON WORKERS TRUST FUND LOCAL NO. 5 of SEATTLE, WA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DELAWARE VALLEY HEALTH CARE COALITI. Coverage is written through THE UNION LABOR LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Policy year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-6057762 · plan 501 · plan year 2025, filed Apr 15, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

125 other employer plans in Washington have policy years ending in June. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
916
Active at start of year
847
Active at end of year
900
Disclosed commissions
$3,285
Typical renewal
July 1

Benefits declared on this filing

Healthdeclared, not on Schedule A
Dentalinsured — DELTA DENTAL OF PENNSYLVANIA2,485 of 916 participants
Visionnot declared on this filing
Lifedeclared, not on Schedule A
Disabilitydeclared, not on Schedule A

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 2 insured contracts covering dental and stop-loss; the largest, with THE UNION LABOR LIFE INSURANCE COMPANY, covers 1,001 people.

The filing declares dental, health, life and disability. Health, life and disability appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $265,773 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.

Reported premium across the insured contracts is $306,835, with $3,285 in disclosed broker commissions — about 1.1% of premium.

The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
DELTA DENTAL OF PENNSYLVANIADental2,485Jul 1, 2025$41,062$3,285
THE UNION LABOR LIFE INSURANCE COMPANYStop-loss1,001Jul 1, 2025$265,773$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BOARD OF TRUSTEES, IRON WORKERS TRUST FUND LOCAL NO. 5
EIN 52-6057762
WPAS, INC.
Accounting and audit · Claims processing · Contract administrator · Plan administrator · EIN 91-1363171
$673,435
paid directly by the plan
CAREFIRST OF MARYLAND, INC.
Claims processing · EIN 52-1385894
$95,557
paid directly by the plan
AMERICAN HEALTH HOLDING INC
Named on Schedule C · EIN 31-1368946
$73,436
paid directly by the plan
BHA CONSULTING LLC
Named on Schedule C · EIN 26-1384808
$47,393
paid directly by the plan
O'DONOGHUE & O'DONOGHUE LLP
Named on Schedule C · EIN 53-0120528
$31,488
paid directly by the plan
BANK OF AMERICA
Named on Schedule C · EIN 94-1687665
$14,963
paid directly by the plan
CHANGE HEALTHCARE SOLUTIONS, LLC
Named on Schedule C · EIN 20-5731067
$23,686
paid directly by the plan
SEGAL MARCO ADVISORS
Named on Schedule C · EIN 13-2646110
$14,375
paid directly by the plan
CHARTWELL INVESTMENT PARTNERS
Named on Schedule C · EIN 36-4776242
$7,230
paid directly by the plan
MILLER KAPLAN ARASE LLP
Accounting and audit · EIN 95-2036255
$37,100
paid directly by the plan
ALAFFIA TECHNOLOGY SOLUTIONS
Named on Schedule C · EIN 85-1020529
$69,846
paid directly by the plan
PRINCIPAL FINANCIAL GROUP, INC.
Recordkeeping and information management · Custodian · EIN 42-1520346
$25,250
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$61,216,419
Paid out in benefits
$16,094,098
Paid to insurance carriersSchedule H, line 2e(2)
$847,273
Independent accountantEIN 95-2036255
MILLER KAPLAN ARASE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$37,100

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

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Renewal calendar

125 other employer plans in Washington are July 1 renewals (policy year ends June).

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