Nwea Dc Plan — Form 5500 plan (Nwea)

Plain-English plan 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, Nwea Dc Plan is a benefit plan reported by Nwea under EIN 93-0686108 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,521 participants and $90,764,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nwea
EIN
93-0686108
Plan number
001
Plan type
2
Location
Beaverton, OR
Latest filing year
2023
Participants
1,521
End-of-year plan assets
$90,764,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,521H, C20241011125855NAL0021898497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,764,213
Net assets (EOY)
$90,764,213
Net assets (BOY)
$156,717,228

Income & contributions

Employer contributions
$6,387,754
Participant contributions
$3,721,957
Total contributions
$10,143,827
Total income / additions
$30,174,373

Expenses & distributions

Benefits paid
$96,000,161
Administrative expenses
$125,117
Total expenses
$96,127,388
Net increase / (decrease)
-$65,953,015

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$116,462$02023
TiaaRECORD KEEPER$8,655$02023
National Financial ServicesSECURITES BROKER$0$02023

Related Form 5500 pages