2023 Form 5500 filing — Education Northwest Defined Contribution Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910094204NAL0005481441001) for Education Northwest Defined Contribution Plan, reported by Education Northwest under EIN 93-0553346 and plan number 001. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910094204NAL0005481441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Education Northwest
- EIN
- 93-0553346
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,458,171
- Net assets (EOY)
- $66,458,171
- Employer contributions
- $1,001,140
- Participant contributions
- $456,186
- Total income / additions
- $10,060,746
- Benefits paid
- $4,647,916
- Administrative expenses
- $83,933
- Total expenses
- $4,731,849
- Net increase / (decrease)
- $5,328,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa Teachers Ins And Annuity Assoc | not reported in the loaded dataset | $34,633 | $0 |
| Multnomah Group, Inc | not reported in the loaded dataset | $32,600 | not reported in the loaded dataset |
| Mcdonald Jacobs | not reported in the loaded dataset | $16,700 | not reported in the loaded dataset |