2023 Form 5500 filing — Northwest Employees 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 20241014210008NAL0015541203001) for Northwest Employees Retirement Plan, reported by Northwest Employees Retirement Pln under EIN 91-6028574 and plan number 001. It reports 835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014210008NAL0015541203001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Northwest Employees Retirement Pln
- EIN
- 91-6028574
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,795,066
- Total liabilities (EOY)
- $9,302
- Net assets (EOY)
- $11,785,764
- Employer contributions
- $1,582,598
- Total income / additions
- $2,881,459
- Benefits paid
- $767,146
- Administrative expenses
- $114,782
- Total expenses
- $881,928
- Net increase / (decrease)
- $1,999,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin. Services | THIRD PARTY ADMINISTRATOR | $53,553 | not reported in the loaded dataset |
| Bank Of America, N.A. | INVESTMENT MANAGER | $25,188 | $0 |
| Bjorklund & Montplaisir | AUDITOR | $10,775 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | LEGAL COUNSEL | $6,513 | not reported in the loaded dataset |