2023 Form 5500 filing — Retirement Plan For Bargaining Unit And Non-Bargaining Unit Employees Of Northwest Natural Gas Company
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011082533NAL0010729203001) for Retirement Plan For Bargaining Unit And Non-Bargaining Unit Employees Of Northwest Natural Gas Company, reported by Northwest Natural Gas Company under EIN 93-0256722 and plan number 002. It reports 1,563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082533NAL0010729203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Natural Gas Company
- EIN
- 93-0256722
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 1,563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $294,515,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,515,885
- Employer contributions
- $11,070,000
- Total income / additions
- $42,484,084
- Benefits paid
- $25,700,724
- Administrative expenses
- $2,573,302
- Total expenses
- $28,274,026
- Net increase / (decrease)
- $14,210,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inst Asset Mgmt Trust Co | INVESTMENT MANAGER | $1,031,552 | not reported in the loaded dataset |
| Fid Mgmt Trust Co | CONSULTANT | $313,037 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | TRUSTEE | $56,525 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | LEGAL | $73 | not reported in the loaded dataset |