Education Northwest Defined Contribution Plan — Form 5500 plan (Education Northwest)
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, Education Northwest Defined Contribution Plan is a benefit plan reported by Education Northwest under EIN 93-0553346 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $66,458,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Education Northwest
- EIN
- 93-0553346
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $66,458,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20240910094204NAL0005481441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,458,171
- Net assets (EOY)
- $66,458,171
- Net assets (BOY)
- $61,129,274
Income & contributions
- Employer contributions
- $1,001,140
- Participant contributions
- $456,186
- Total contributions
- $1,604,084
- Total income / additions
- $10,060,746
Expenses & distributions
- Benefits paid
- $4,647,916
- Administrative expenses
- $83,933
- Total expenses
- $4,731,849
- Net increase / (decrease)
- $5,328,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa Teachers Ins And Annuity Assoc | not reported in the loaded dataset | $34,633 | $0 | 2023 |
| Multnomah Group, Inc | not reported in the loaded dataset | $32,600 | not reported in the loaded dataset | 2023 |
| Mcdonald Jacobs | not reported in the loaded dataset | $16,700 | not reported in the loaded dataset | 2023 |