Northwest Financial Assns Employee Benefit Plan — Form 5500 plan (Northwest Financial Assns Employee Benefit Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Northwest Financial Assns Employee Benefit Plan is a benefit plan reported by Northwest Financial Assns Employee Benefit Trust under EIN 91-1040636 and plan number 504. The latest loaded filing year is 2023. The filing reports 4,129 participants and $3,540,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Financial Assns Employee Benefit Trust
- EIN
- 91-1040636
- Plan number
- 504
- Plan type
- 3
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 4,129
- End-of-year plan assets
- $3,540,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,129 | H, C | 20241015125549NAL0016435859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,540,162
- Total liabilities (EOY)
- $1,158,083
- Net assets (EOY)
- $2,382,079
- Net assets (BOY)
- $2,766,389
Income & contributions
- Employer contributions
- $14,637,125
- Participant contributions
- $6,743,190
- Total contributions
- $21,380,315
- Total income / additions
- $21,380,315
Expenses & distributions
- Benefits paid
- $19,716,945
- Administrative expenses
- $2,047,680
- Total expenses
- $21,764,625
- Net increase / (decrease)
- -$384,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brown & Brown Of Washington, Inc. | NONE | $625,113 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $220,360 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $23,792 | not reported in the loaded dataset | 2023 |
| Northwest Credit Union Association | ASSN OF CONTRIB EMPL | $10,935 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $5,016 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Financial Assns Employee Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Brown & Brown Of Washington, Inc. — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Northwest Credit Union Association — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation