2023 Form 5500 filing — Northwest Agc Chapters 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 20241015220008NAL0015455763001) for Northwest Agc Chapters Retirement Plan, reported by Oregon - Columbia Chapter Agc under EIN 93-1059035 and plan number 002. It reports 6,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015220008NAL0015455763001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Oregon - Columbia Chapter Agc
- EIN
- 93-1059035
- Plan number
- 002
- Location
- Wilsonville, OR
- Participants
- 6,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $294,188,662
- Total liabilities (EOY)
- $180,841
- Net assets (EOY)
- $294,007,821
- Employer contributions
- $16,160,459
- Participant contributions
- $13,409,746
- Total income / additions
- $75,543,021
- Benefits paid
- $23,144,788
- Administrative expenses
- $963,053
- Total expenses
- $24,107,841
- Net increase / (decrease)
- $51,435,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | THIRD PARTY ADMINISTRATIO | $601,679 | not reported in the loaded dataset |
| Reliant Consulting And Research | PLAN CONSULTANT | $85,225 | not reported in the loaded dataset |
| Barran Liebman Llp | LEGAL COUSEL | $75,355 | not reported in the loaded dataset |
| Charles Schwab Trust Company | INVESTMENT CUSTODIAN | $63,598 | $0 |
| Bjorklund & Montplaisir | AUDITOR | $49,944 | not reported in the loaded dataset |