2023 Form 5500 filing — Northwest Firefighters Relief Association Welfare 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 20250414213901NAL0002432417001) for Northwest Firefighters Relief Association Welfare Benefit Plan, reported by Northwest Firefighters Relief Association under EIN 93-6227660 and plan number 501. It reports 727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250414213901NAL0002432417001
Filing year
2023
Form type
1
Plan sponsor
Northwest Firefighters Relief Association
EIN
93-6227660
Plan number
501
Location
Lake Oswego, OR
Participants
727
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,021,456
Total liabilities (EOY)
$2,147,199
Net assets (EOY)
$18,874,257
Employer contributions
$19,469,384
Participant contributions
$909,373
Total income / additions
$21,815,537
Benefits paid
$19,258,231
Administrative expenses
$983,830
Total expenses
$20,242,061
Net increase / (decrease)
$1,573,476
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Regence Bluecross Blueshield Of OrNONE$346,900$144,338
Jodi AmatoEMPLOYEE$103,138not reported in the loaded dataset
Iaff Local 1660PLAN SPONSOR$84,512not reported in the loaded dataset
Juel TurnerEMPLOYEE$64,536not reported in the loaded dataset
Oregon Dental ServiceNONE$61,453not reported in the loaded dataset
Benefit Plan Admin Services Inc.NONE$49,586not reported in the loaded dataset
Brown & Brown Of Oregon, LLCNONE$47,304not reported in the loaded dataset
Morgan StanleyNONE$45,093not reported in the loaded dataset
Benefitelect, Inc.NONE$33,396not reported in the loaded dataset
Withumsmith+Brown, PcNONE$33,200not reported in the loaded dataset
Hub InternationalNONE$19,000not reported in the loaded dataset
Lifemap Assurance CompanyNONE$17,952not reported in the loaded dataset
Barran Liebman, LlpNONE$12,870not reported in the loaded dataset
AllegianceNONE$7,537not reported in the loaded dataset

Related Form 5500 pages