Northwest Employees Retirement Plan — Form 5500 plan (Northwest Employees Retirement Pln)
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 Employees Retirement Plan is a benefit plan reported by Northwest Employees Retirement Pln under EIN 91-6028574 and plan number 001. The latest loaded filing year is 2023. The filing reports 835 participants and $11,795,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Employees Retirement Pln
- EIN
- 91-6028574
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $11,795,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20241014210008NAL0015541203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,795,066
- Total liabilities (EOY)
- $9,302
- Net assets (EOY)
- $11,785,764
- Net assets (BOY)
- $9,786,233
Income & contributions
- Employer contributions
- $1,582,598
- Total contributions
- $1,583,472
- Total income / additions
- $2,881,459
Expenses & distributions
- Benefits paid
- $767,146
- Administrative expenses
- $114,782
- Total expenses
- $881,928
- Net increase / (decrease)
- $1,999,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Welfare & Pension Admin. Services | THIRD PARTY ADMINISTRATOR | $53,553 | not reported in the loaded dataset | 2023 |
| Bank Of America, N.A. | INVESTMENT MANAGER | $25,188 | $0 | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $10,775 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | LEGAL COUNSEL | $6,513 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Employees Retirement Pln
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Welfare & Pension Admin. Services — Schedule C compensation
- Bank Of America, N.A. — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation