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THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT has sponsored the creation of one or more 401k plans.

Company Name:THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT
Employer identification number (EIN):911061146
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAL ALLAIRE
0012016-01-01MICHAL ALLAIRE
0012015-01-01MICHAL ALLAIRE
0012014-01-01MICHAL ALLAIRE
0012013-01-01JANICE K CHILES
0012012-01-01JANICE K CHILES2013-07-16
0012011-01-01JANICE K CHILES2012-07-20
0012010-01-01JANICE K CHILES2011-07-28

Plan Statistics for THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01314
Total number of active participants reported on line 7a of the Form 55002023-01-01140
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01168
Total of all active and inactive participants2023-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01309
Number of participants with account balances2023-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01273
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01171
Total of all active and inactive participants2022-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01314
Number of participants with account balances2022-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01263
Total number of active participants reported on line 7a of the Form 55002021-01-01142
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01273
Number of participants with account balances2021-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01251
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01111
Total of all active and inactive participants2020-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01263
Number of participants with account balances2020-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01251
Number of participants with account balances2019-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01239
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0193
Total of all active and inactive participants2018-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01259
Number of participants with account balances2018-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01224
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0183
Total of all active and inactive participants2017-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01239
Number of participants with account balances2017-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01199
Total number of active participants reported on line 7a of the Form 55002016-01-01150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0174
Total of all active and inactive participants2016-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01224
Number of participants with account balances2016-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01192
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01191
Number of participants with account balances2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01192
Number of participants with account balances2013-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,813,070
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,430,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,342,561
Expenses. Certain deemed distributions of participant loans2023-12-31$4,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,655,319
Value of total assets at end of year2023-12-31$30,115,869
Value of total assets at beginning of year2023-12-31$25,733,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$83,270
Total interest from all sources2023-12-31$163,553
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$471,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$471,610
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,061,299
Participant contributions at end of year2023-12-31$155,590
Participant contributions at beginning of year2023-12-31$88,679
Participant contributions at end of year2023-12-31$89,327
Participant contributions at beginning of year2023-12-31$76,799
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$51,146
Other income not declared elsewhere2023-12-31$31,264
Administrative expenses (other) incurred2023-12-31$-6,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,382,272
Value of net assets at end of year (total assets less liabilities)2023-12-31$30,115,869
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,733,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$28,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$25,432,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$21,017,136
Value of interest in pooled separate accounts at end of year2023-12-31$828,066
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,074,983
Interest on participant loans2023-12-31$7,490
Interest earned on other investments2023-12-31$156,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,563,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,437,359
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$26,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,626,265
Net investment gain/loss from pooled separate accounts2023-12-31$-134,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$542,874
Employer contributions (assets) at end of year2023-12-31$47,022
Employer contributions (assets) at beginning of year2023-12-31$38,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,315,587
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK NUBER P.S.
Accountancy firm EIN2023-12-31911194016
2022 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,733,530
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,385,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,322,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,583,975
Value of total assets at end of year2022-12-31$25,733,597
Value of total assets at beginning of year2022-12-31$29,852,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,727
Total interest from all sources2022-12-31$132,933
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$412,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$412,407
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,059,893
Participant contributions at end of year2022-12-31$88,679
Participant contributions at beginning of year2022-12-31$97,908
Participant contributions at end of year2022-12-31$76,799
Participant contributions at beginning of year2022-12-31$40,730
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,766
Other income not declared elsewhere2022-12-31$25,693
Administrative expenses (other) incurred2022-12-31$-1,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,118,578
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,733,597
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,852,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,017,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,328,578
Value of interest in pooled separate accounts at end of year2022-12-31$1,074,983
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,031,273
Interest on participant loans2022-12-31$4,205
Interest earned on other investments2022-12-31$128,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,437,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,335,240
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$34,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,972,880
Net investment gain/loss from pooled separate accounts2022-12-31$84,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$477,316
Employer contributions (assets) at end of year2022-12-31$38,641
Employer contributions (assets) at beginning of year2022-12-31$18,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,287,522
Contract administrator fees2022-12-31$64,524
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
2021 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,163,405
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,445,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,376,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,596,270
Value of total assets at end of year2021-12-31$29,852,175
Value of total assets at beginning of year2021-12-31$26,134,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,959
Total interest from all sources2021-12-31$107,386
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$637,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$637,941
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,002,621
Participant contributions at end of year2021-12-31$97,908
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$40,730
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,211
Other income not declared elsewhere2021-12-31$9,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,718,020
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,852,175
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,134,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,328,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,176,127
Value of interest in pooled separate accounts at end of year2021-12-31$1,031,273
Value of interest in pooled separate accounts at beginning of year2021-12-31$873,627
Interest on participant loans2021-12-31$1,538
Interest earned on other investments2021-12-31$105,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,335,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,084,401
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$96,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,656,147
Net investment gain/loss from pooled separate accounts2021-12-31$156,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$494,438
Employer contributions (assets) at end of year2021-12-31$18,446
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,280,157
Contract administrator fees2021-12-31$67,951
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER P.S.
Accountancy firm EIN2021-12-31911194016
2020 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,896,705
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$834,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$767,595
Expenses. Certain deemed distributions of participant loans2020-12-31$1,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,539,488
Value of total assets at end of year2020-12-31$26,134,155
Value of total assets at beginning of year2020-12-31$22,072,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,823
Total interest from all sources2020-12-31$109,746
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$253,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$253,756
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,016,557
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,391
Other income not declared elsewhere2020-12-31$8,785
Administrative expenses (other) incurred2020-12-31$2,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,061,791
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,134,155
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,072,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,176,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,344,237
Value of interest in pooled separate accounts at end of year2020-12-31$873,627
Value of interest in pooled separate accounts at beginning of year2020-12-31$978,882
Interest on participant loans2020-12-31$105
Interest earned on other investments2020-12-31$109,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,084,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,747,854
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$32,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,993,692
Net investment gain/loss from pooled separate accounts2020-12-31$-8,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$522,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$735,212
Contract administrator fees2020-12-31$63,532
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER P.S.
Accountancy firm EIN2020-12-31911194016
2019 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,400,569
Total income from all sources (including contributions)2019-12-31$5,400,569
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,466,608
Total of all expenses incurred2019-12-31$1,466,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,418,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,418,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,787,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,787,251
Value of total assets at end of year2019-12-31$22,072,364
Value of total assets at end of year2019-12-31$22,072,364
Value of total assets at beginning of year2019-12-31$18,138,403
Value of total assets at beginning of year2019-12-31$18,138,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,847
Total interest from all sources2019-12-31$99,819
Total interest from all sources2019-12-31$99,819
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$264,587
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$264,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$264,587
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$264,587
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$502,566
Amount contributed by the employer to the plan for this plan year2019-12-31$502,566
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$974,736
Contributions received from participants2019-12-31$974,736
Participant contributions at end of year2019-12-31$1,391
Participant contributions at end of year2019-12-31$1,391
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$309,949
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$309,949
Other income not declared elsewhere2019-12-31$5,002
Other income not declared elsewhere2019-12-31$5,002
Administrative expenses (other) incurred2019-12-31$9,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,933,961
Value of net income/loss2019-12-31$3,933,961
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,072,364
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,072,364
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,138,403
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,138,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,344,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,344,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,542,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,542,238
Value of interest in pooled separate accounts at end of year2019-12-31$978,882
Value of interest in pooled separate accounts at end of year2019-12-31$978,882
Value of interest in pooled separate accounts at beginning of year2019-12-31$919,761
Value of interest in pooled separate accounts at beginning of year2019-12-31$919,761
Interest on participant loans2019-12-31$191
Interest on participant loans2019-12-31$191
Interest earned on other investments2019-12-31$99,628
Interest earned on other investments2019-12-31$99,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,747,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,747,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,676,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,676,404
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$104,180
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$104,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,192,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,192,270
Net investment gain/loss from pooled separate accounts2019-12-31$51,640
Net investment gain/loss from pooled separate accounts2019-12-31$51,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$502,566
Contributions received in cash from employer2019-12-31$502,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,314,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,314,581
Contract administrator fees2019-12-31$38,083
Contract administrator fees2019-12-31$38,083
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER P.S.
Accountancy firm name2019-12-31CLARK NUBER P.S.
Accountancy firm EIN2019-12-31911194016
Accountancy firm EIN2019-12-31911194016
2018 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$854,839
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$898,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$856,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,643,079
Value of total assets at end of year2018-12-31$18,138,403
Value of total assets at beginning of year2018-12-31$18,181,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,227
Total interest from all sources2018-12-31$106,393
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$254,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$254,539
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$470,217
Amount contributed by the employer to the plan for this plan year2018-12-31$470,217
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$890,714
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$282,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-43,500
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,138,403
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,181,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,542,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,605,107
Value of interest in pooled separate accounts at end of year2018-12-31$919,761
Value of interest in pooled separate accounts at beginning of year2018-12-31$798,856
Interest earned on other investments2018-12-31$106,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,676,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,777,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,182,698
Net investment gain/loss from pooled separate accounts2018-12-31$33,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$470,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$856,112
Contract administrator fees2018-12-31$42,227
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,637,497
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$584,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$584,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,246,852
Value of total assets at end of year2017-12-31$18,181,903
Value of total assets at beginning of year2017-12-31$15,129,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$100,198
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$124,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$124,998
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$430,895
Amount contributed by the employer to the plan for this plan year2017-12-31$430,895
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$789,517
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,440
Other income not declared elsewhere2017-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,052,745
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,181,903
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,129,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,605,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,783,416
Value of interest in pooled separate accounts at end of year2017-12-31$798,856
Value of interest in pooled separate accounts at beginning of year2017-12-31$772,314
Interest earned on other investments2017-12-31$100,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,777,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,573,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,120,176
Net investment gain/loss from pooled separate accounts2017-12-31$35,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$430,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$584,752
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,028,786
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,071,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,063,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,139,532
Value of total assets at end of year2016-12-31$15,129,158
Value of total assets at beginning of year2016-12-31$14,171,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,448
Total interest from all sources2016-12-31$100,533
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$93,593
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$93,593
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$373,624
Amount contributed by the employer to the plan for this plan year2016-12-31$373,624
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$697,409
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$957,282
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,129,158
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,171,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,783,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,997,438
Value of interest in pooled separate accounts at end of year2016-12-31$772,314
Value of interest in pooled separate accounts at beginning of year2016-12-31$785,630
Interest earned on other investments2016-12-31$100,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,573,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,388,808
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$47,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$654,937
Net investment gain/loss from pooled separate accounts2016-12-31$40,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$373,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,015,317
Contract administrator fees2016-12-31$8,448
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,581,870
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$948,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$938,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,480,673
Value of total assets at end of year2015-12-31$14,171,876
Value of total assets at beginning of year2015-12-31$13,538,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,788
Total interest from all sources2015-12-31$96,118
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$100,899
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$100,899
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$354,536
Amount contributed by the employer to the plan for this plan year2015-12-31$354,536
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$643,233
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$482,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$633,712
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,171,876
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,538,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,997,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,589,198
Value of interest in pooled separate accounts at end of year2015-12-31$785,630
Value of interest in pooled separate accounts at beginning of year2015-12-31$631,250
Interest earned on other investments2015-12-31$96,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,388,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,317,716
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$501,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-148,621
Net investment gain/loss from pooled separate accounts2015-12-31$52,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$354,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$437,301
Contract administrator fees2015-12-31$9,788
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016
2014 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,869,189
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$943,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$937,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,008,565
Value of total assets at end of year2014-12-31$13,538,164
Value of total assets at beginning of year2014-12-31$12,612,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,128
Total interest from all sources2014-12-31$91,409
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$106,008
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$106,008
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$329,836
Amount contributed by the employer to the plan for this plan year2014-12-31$329,836
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$575,706
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$23,518
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$103,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$925,918
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,538,164
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,612,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,589,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,787,882
Value of interest in pooled separate accounts at end of year2014-12-31$631,250
Value of interest in pooled separate accounts at beginning of year2014-12-31$564,327
Interest earned on other investments2014-12-31$91,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,317,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,222,974
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$28,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$594,469
Net investment gain/loss from pooled separate accounts2014-12-31$68,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$329,836
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$13,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$908,629
Contract administrator fees2014-12-31$6,128
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK NUBER P.S.
Accountancy firm EIN2014-12-31911194016
2013 : THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,339,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,730,783
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$582,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$579,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$854,334
Value of total assets at end of year2013-12-31$12,612,246
Value of total assets at beginning of year2013-12-31$9,124,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,806
Total interest from all sources2013-12-31$85,558
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$29,347
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$29,347
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$297,920
Amount contributed by the employer to the plan for this plan year2013-12-31$297,920
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$523,377
Participant contributions at end of year2013-12-31$23,518
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$33,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,148,321
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,612,246
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,124,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,787,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,934,227
Value of interest in pooled separate accounts at end of year2013-12-31$564,327
Value of interest in pooled separate accounts at beginning of year2013-12-31$383,037
Interest earned on other investments2013-12-31$85,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,222,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,807,518
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$5,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,711,549
Net investment gain/loss from pooled separate accounts2013-12-31$49,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$297,920
Employer contributions (assets) at end of year2013-12-31$13,545
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$573,903
Contract administrator fees2013-12-31$2,806
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK NUBER P.S.
Accountancy firm EIN2013-12-31911194016

Form 5500 Responses for THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN

2023: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE NORTHWEST SCHOOL OF THE ARTS, HUMANITIES AND ENVIRONMENT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered112
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered112
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered118
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered123
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered131
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered135
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered139
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500114
Policy instance 1
Insurance contract or identification number500114
Number of Individuals Covered146
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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