Retirement Plan For Bargaining Unit And Non-Bargaining Unit Employees Of Northwest Natural Gas Company — Form 5500 plan (Northwest Natural Gas Company)
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, Retirement Plan For Bargaining Unit And Non-Bargaining Unit Employees Of Northwest Natural Gas Company is a benefit plan reported by Northwest Natural Gas Company under EIN 93-0256722 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,563 participants and $294,515,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Natural Gas Company
- EIN
- 93-0256722
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,563
- End-of-year plan assets
- $294,515,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,563 | H, C | 20241011082533NAL0010729203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $294,515,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $294,515,885
- Net assets (BOY)
- $280,305,827
Income & contributions
- Employer contributions
- $11,070,000
- Total contributions
- $11,070,000
- Total income / additions
- $42,484,084
Expenses & distributions
- Benefits paid
- $25,700,724
- Administrative expenses
- $2,573,302
- Total expenses
- $28,274,026
- Net increase / (decrease)
- $14,210,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inst Asset Mgmt Trust Co | INVESTMENT MANAGER | $1,031,552 | not reported in the loaded dataset | 2023 |
| Fid Mgmt Trust Co | CONSULTANT | $313,037 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | TRUSTEE | $56,525 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine Llp | LEGAL | $73 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Natural Gas Company
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Fidelity Inst Asset Mgmt Trust Co — Schedule C compensation
- Fid Mgmt Trust Co — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Davis Wright Tremaine Llp — Schedule C compensation