2023 Form 5500 filing — Northwest Financial Assns Employee Benefit 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 20241015125549NAL0016435859001) for Northwest Financial Assns Employee Benefit Plan, reported by Northwest Financial Assns Employee Benefit Trust under EIN 91-1040636 and plan number 504. It reports 4,129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125549NAL0016435859001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Northwest Financial Assns Employee Benefit Trust
- EIN
- 91-1040636
- Plan number
- 504
- Location
- Tacoma, WA
- Participants
- 4,129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,540,162
- Total liabilities (EOY)
- $1,158,083
- Net assets (EOY)
- $2,382,079
- Employer contributions
- $14,637,125
- Participant contributions
- $6,743,190
- Total income / additions
- $21,380,315
- Benefits paid
- $19,716,945
- Administrative expenses
- $2,047,680
- Total expenses
- $21,764,625
- Net increase / (decrease)
- -$384,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brown & Brown Of Washington, Inc. | NONE | $625,113 | not reported in the loaded dataset |
| Vimly Benefit Solutions, Inc. | NONE | $220,360 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $23,792 | not reported in the loaded dataset |
| Northwest Credit Union Association | ASSN OF CONTRIB EMPL | $10,935 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $5,016 | not reported in the loaded dataset |