2023 Form 5500 filing — Northwest Energy Efficiency Alliance Retirement 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 20241003183134NAL0018480864001) for Northwest Energy Efficiency Alliance Retirement Plan, reported by Northwest Energy Efficiency Alliance, Inc. under EIN 93-1228867 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003183134NAL0018480864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Energy Efficiency Alliance, Inc.
- EIN
- 93-1228867
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,776,599
- Total liabilities (EOY)
- $1,842
- Net assets (EOY)
- $22,774,757
- Employer contributions
- $869,163
- Participant contributions
- $1,165,935
- Total income / additions
- $5,399,866
- Benefits paid
- $2,377,858
- Administrative expenses
- $86,142
- Total expenses
- $2,464,000
- Net increase / (decrease)
- $2,935,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Deschutes Investment Consulting | NONE | $42,465 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $34,818 | not reported in the loaded dataset |
| Charles Schwab | NONE | $0 | $5,822 |