Plan5500

Lifeworks Northwest — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lifeworks Northwest (EIN 93-0502822) is a plan sponsor located in Portland, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0502822
Location
Portland, OR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lifeworks Northwest

  • 2 loaded plans hold $28.8M in reported assets.
  • The largest, Lifeworks Nw Defined Contribution Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,329 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.8MSummed across loaded plans$28,778,361
Total reported assets$28.8M$28,778,361
Total reported participants1.3K1,329
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.8M total assets
Net assets$28.8MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.7M
Total income / additions$6.4M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.9M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lifeworks Nw Defined Contribution Retirement Plan
Participants per plan665Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lifeworks Nw Defined Contribution Retirement Plan$28.8M
    Plan #002 · 802 participants · 2023
  2. 2
    Lifeworks Nw Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 527 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lifeworks Northwest. Open one for its full reported snapshot.

  1. 2023
    Lifeworks Nw Welfare Benefit Plan527 participants · 2No schedules
    View filing →
  2. 2023
    Lifeworks Nw Defined Contribution Retirement Plan802 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lifeworks Northwest report on Form 5500?
Lifeworks Northwest (EIN 93-0502822) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lifeworks Northwest?
The Employer Identification Number (EIN) reported for Lifeworks Northwest is 93-0502822.
What is the latest Form 5500 filing year for Lifeworks Northwest?
The latest loaded Form 5500 filing year for Lifeworks Northwest is 2023.

Related Form 5500 pages