Plan5500

Northwest Agc Chapters Retirement Plan — Form 5500 plan (Oregon - Columbia Chapter Agc)

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, Northwest Agc Chapters Retirement Plan is a benefit plan reported by Oregon - Columbia Chapter Agc under EIN 93-1059035 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,894 participants and $294,188,662 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oregon - Columbia Chapter Agc
EIN
93-1059035
Plan number
002
Plan type
3
Location
Wilsonville, OR
Latest filing year
2023
Participants
6,894
End-of-year plan assets
$294,188,662

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,894H, C20241015220008NAL0015455763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$294,188,662
Total liabilities (EOY)
$180,841
Net assets (EOY)
$294,007,821
Net assets (BOY)
$247,985,386

Income & contributions

Employer contributions
$16,160,459
Participant contributions
$13,409,746
Total contributions
$31,154,288
Total income / additions
$75,543,021

Expenses & distributions

Benefits paid
$23,144,788
Administrative expenses
$963,053
Total expenses
$24,107,841
Net increase / (decrease)
$51,435,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NwpsTHIRD PARTY ADMINISTRATIO$601,679not reported in the loaded dataset2023
Reliant Consulting And ResearchPLAN CONSULTANT$85,225not reported in the loaded dataset2023
Barran Liebman LlpLEGAL COUSEL$75,355not reported in the loaded dataset2023
Charles Schwab Trust CompanyINVESTMENT CUSTODIAN$63,598$02023
Bjorklund & MontplaisirAUDITOR$49,944not reported in the loaded dataset2023

Related Form 5500 pages