Northwest Energy Efficiency Alliance Retirement Plan — Form 5500 plan (Northwest Energy Efficiency Alliance, Inc.)
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 Energy Efficiency Alliance Retirement Plan is a benefit plan reported by Northwest Energy Efficiency Alliance, Inc. under EIN 93-1228867 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $22,776,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Energy Efficiency Alliance, Inc.
- EIN
- 93-1228867
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $22,776,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241003183134NAL0018480864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,776,599
- Total liabilities (EOY)
- $1,842
- Net assets (EOY)
- $22,774,757
- Net assets (BOY)
- $19,838,891
Income & contributions
- Employer contributions
- $869,163
- Participant contributions
- $1,165,935
- Total contributions
- $2,400,823
- Total income / additions
- $5,399,866
Expenses & distributions
- Benefits paid
- $2,377,858
- Administrative expenses
- $86,142
- Total expenses
- $2,464,000
- Net increase / (decrease)
- $2,935,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deschutes Investment Consulting | NONE | $42,465 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $34,818 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $0 | $5,822 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Energy Efficiency Alliance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Deschutes Investment Consulting — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Charles Schwab — Schedule C compensation