Northwest Firefighters Relief Association Welfare Benefit Plan — Form 5500 plan (Northwest Firefighters Relief Association)
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 Firefighters Relief Association Welfare Benefit Plan is a benefit plan reported by Northwest Firefighters Relief Association under EIN 93-6227660 and plan number 501. The latest loaded filing year is 2023. The filing reports 727 participants and $21,021,456 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Firefighters Relief Association
- EIN
- 93-6227660
- Plan number
- 501
- Plan type
- 1
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 727
- End-of-year plan assets
- $21,021,456
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 727 | H, C | 20250414213901NAL0002432417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,021,456
- Total liabilities (EOY)
- $2,147,199
- Net assets (EOY)
- $18,874,257
- Net assets (BOY)
- $17,300,781
Income & contributions
- Employer contributions
- $19,469,384
- Participant contributions
- $909,373
- Total contributions
- $20,378,757
- Total income / additions
- $21,815,537
Expenses & distributions
- Benefits paid
- $19,258,231
- Administrative expenses
- $983,830
- Total expenses
- $20,242,061
- Net increase / (decrease)
- $1,573,476
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regence Bluecross Blueshield Of Or | NONE | $346,900 | $144,338 | 2023 |
| Jodi Amato | EMPLOYEE | $103,138 | not reported in the loaded dataset | 2023 |
| Iaff Local 1660 | PLAN SPONSOR | $84,512 | not reported in the loaded dataset | 2023 |
| Juel Turner | EMPLOYEE | $64,536 | not reported in the loaded dataset | 2023 |
| Oregon Dental Service | NONE | $61,453 | not reported in the loaded dataset | 2023 |
| Benefit Plan Admin Services Inc. | NONE | $49,586 | not reported in the loaded dataset | 2023 |
| Brown & Brown Of Oregon, LLC | NONE | $47,304 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $45,093 | not reported in the loaded dataset | 2023 |
| Benefitelect, Inc. | NONE | $33,396 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $33,200 | not reported in the loaded dataset | 2023 |
| Hub International | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Lifemap Assurance Company | NONE | $17,952 | not reported in the loaded dataset | 2023 |
| Barran Liebman, Llp | NONE | $12,870 | not reported in the loaded dataset | 2023 |
| Allegiance | NONE | $7,537 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Firefighters Relief Association
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Lake Oswego, OR
- Regence Bluecross Blueshield Of Or — Schedule C compensation
- Jodi Amato — Schedule C compensation
- Iaff Local 1660 — Schedule C compensation
- Juel Turner — Schedule C compensation
- Oregon Dental Service — Schedule C compensation
- Benefit Plan Admin Services Inc. — Schedule C compensation
- Brown & Brown Of Oregon, LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Benefitelect, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Hub International — Schedule C compensation
- Lifemap Assurance Company — Schedule C compensation
- Barran Liebman, Llp — Schedule C compensation
- Allegiance — Schedule C compensation