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NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 401k Plan overview

Plan NameNORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN
Plan identification number 001

NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

NORTHWEST FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST FEDERAL CREDIT UNION
Employer identification number (EIN):530216888
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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
0012017-01-01J. LEE BUTLER J. LEE BUTLER2018-10-05
0012016-01-01PHYLLIS Y. ZIAKAS PHYLLIS Y. ZIAKAS2017-09-29
0012015-01-01PHYLLIS Y. ZIAKAS PHYLLIS Y. ZIAKAS2016-09-20
0012014-01-01PHYLLIS S ZIAKAS
0012013-01-01PHYLLIS Y ZIAKAS
0012012-01-01PHYLLIS ZIAKAS PHYLLIS ZIAKAS2013-10-03
0012011-01-01PHYLLIS Y. ZIAKAS
0012009-01-01PHYLLIS Y. ZIAKAS PHYLLIS Y. ZIAKAS2010-07-29

Plan Statistics for NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN

401k plan membership statisitcs for NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN

Measure Date Value
2023: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01867
Total number of active participants reported on line 7a of the Form 55002023-01-01561
Number of retired or separated participants receiving benefits2023-01-0128
Number of other retired or separated participants entitled to future benefits2023-01-01237
Total of all active and inactive participants2023-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01830
Number of participants with account balances2023-01-01809
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0143
2022: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01857
Total number of active participants reported on line 7a of the Form 55002022-01-01596
Number of retired or separated participants receiving benefits2022-01-0131
Number of other retired or separated participants entitled to future benefits2022-01-01238
Total of all active and inactive participants2022-01-01865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01867
Number of participants with account balances2022-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0152
2021: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01829
Total number of active participants reported on line 7a of the Form 55002021-01-01596
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01261
Total of all active and inactive participants2021-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01860
Number of participants with account balances2021-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0172
2020: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01821
Total number of active participants reported on line 7a of the Form 55002020-01-01612
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01215
Total of all active and inactive participants2020-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01830
Number of participants with account balances2020-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01724
Total number of active participants reported on line 7a of the Form 55002019-01-01605
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01213
Total of all active and inactive participants2019-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01822
Number of participants with account balances2019-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0168
2018: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01701
Total number of active participants reported on line 7a of the Form 55002018-01-01535
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01185
Total of all active and inactive participants2018-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01724
Number of participants with account balances2018-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0172
2017: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01622
Total number of active participants reported on line 7a of the Form 55002017-01-01542
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01155
Total of all active and inactive participants2017-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01701
Number of participants with account balances2017-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0157
2016: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01604
Total number of active participants reported on line 7a of the Form 55002016-01-01473
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01146
Total of all active and inactive participants2016-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01622
Number of participants with account balances2016-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0186
2015: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01520
Total number of active participants reported on line 7a of the Form 55002015-01-01487
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01111
Total of all active and inactive participants2015-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01600
Number of participants with account balances2015-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0159
2014: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01482
Total number of active participants reported on line 7a of the Form 55002014-01-01421
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01518
Number of participants with account balances2014-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01396
Total number of active participants reported on line 7a of the Form 55002013-01-01343
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01482
Number of participants with account balances2013-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01372
Total number of active participants reported on line 7a of the Form 55002012-01-01334
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01396
Number of participants with account balances2012-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01370
Total number of active participants reported on line 7a of the Form 55002011-01-01314
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01357
Number of participants with account balances2011-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01381
Total number of active participants reported on line 7a of the Form 55002009-01-01337
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01376
Number of participants with account balances2009-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN

Measure Date Value
2023 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$23,391,068
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,287,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,220,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,662,149
Value of total assets at end of year2023-12-31$106,192,100
Value of total assets at beginning of year2023-12-31$89,088,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$66,287
Total interest from all sources2023-12-31$73,632
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$554,951
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$554,951
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
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$4,841,600
Participant contributions at end of year2023-12-31$1,329,313
Participant contributions at beginning of year2023-12-31$1,213,312
Assets. Other investments not covered elsewhere at end of year2023-12-31$292,854
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$236,824
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$686,525
Other income not declared elsewhere2023-12-31$5,817
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$17,103,981
Value of net assets at end of year (total assets less liabilities)2023-12-31$106,192,100
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$89,088,119
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,980,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,993,529
Interest on participant loans2023-12-31$73,632
Value of interest in common/collective trusts at end of year2023-12-31$86,589,165
Value of interest in common/collective trusts at beginning of year2023-12-31$72,644,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,658,480
Net investment gain or loss from common/collective trusts2023-12-31$11,436,039
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$3,134,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,220,800
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 name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-8,008,578
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,841,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,782,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,746,779
Value of total assets at end of year2022-12-31$89,088,119
Value of total assets at beginning of year2022-12-31$103,937,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,797
Total interest from all sources2022-12-31$58,906
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$431,429
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$431,429
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$4,779,361
Participant contributions at end of year2022-12-31$1,213,312
Participant contributions at beginning of year2022-12-31$1,261,483
Assets. Other investments not covered elsewhere at end of year2022-12-31$236,824
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$968,369
Other income not declared elsewhere2022-12-31$141,572
Administrative expenses (other) incurred2022-12-31$58,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,849,830
Value of net assets at end of year (total assets less liabilities)2022-12-31$89,088,119
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$103,937,949
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$14,993,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$93,981,676
Interest on participant loans2022-12-31$58,906
Value of interest in common/collective trusts at end of year2022-12-31$72,644,454
Value of interest in common/collective trusts at beginning of year2022-12-31$8,694,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,813,944
Net investment gain or loss from common/collective trusts2022-12-31$-2,573,320
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,999,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,782,455
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$20,731,885
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,281,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,210,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,428,730
Value of total assets at end of year2021-12-31$103,937,949
Value of total assets at beginning of year2021-12-31$88,487,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$70,848
Total interest from all sources2021-12-31$56,342
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,947,386
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$3,947,386
Administrative expenses professional fees incurred2021-12-31$300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$4,626,616
Participant contributions at end of year2021-12-31$1,261,483
Participant contributions at beginning of year2021-12-31$1,080,836
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$710,459
Other income not declared elsewhere2021-12-31$151,723
Administrative expenses (other) incurred2021-12-31$70,548
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$15,450,810
Value of net assets at end of year (total assets less liabilities)2021-12-31$103,937,949
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$88,487,139
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$93,981,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$79,566,893
Interest on participant loans2021-12-31$56,342
Value of interest in common/collective trusts at end of year2021-12-31$8,694,790
Value of interest in common/collective trusts at beginning of year2021-12-31$7,839,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,473,200
Net investment gain or loss from common/collective trusts2021-12-31$674,504
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,091,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,210,227
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$21,314,524
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,566,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,505,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,221,804
Value of total assets at end of year2020-12-31$88,487,139
Value of total assets at beginning of year2020-12-31$76,738,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,236
Total interest from all sources2020-12-31$60,061
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,744,725
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$2,744,725
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$4,503,483
Participant contributions at end of year2020-12-31$1,080,836
Participant contributions at beginning of year2020-12-31$1,103,995
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,829,020
Other income not declared elsewhere2020-12-31$-12,990
Administrative expenses (other) incurred2020-12-31$60,236
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$11,748,491
Value of net assets at end of year (total assets less liabilities)2020-12-31$88,487,139
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$76,738,648
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$79,566,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$73,096,339
Interest on participant loans2020-12-31$60,061
Value of interest in common/collective trusts at end of year2020-12-31$7,839,410
Value of interest in common/collective trusts at beginning of year2020-12-31$2,538,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,485,914
Net investment gain or loss from common/collective trusts2020-12-31$815,010
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,889,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,505,797
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 name2020-12-31DOEREN MAYHEW CPA AND ADVISORS
Accountancy firm EIN2020-12-31382492570
2019 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$7,353,774
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 income from all sources (including contributions)2019-12-31$19,695,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,213,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,206,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,871,416
Value of total assets at end of year2019-12-31$76,738,648
Value of total assets at beginning of year2019-12-31$53,903,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,335
Total interest from all sources2019-12-31$56,075
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,768,156
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$2,768,156
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,793,881
Participant contributions at end of year2019-12-31$1,103,995
Participant contributions at beginning of year2019-12-31$803,860
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$570,548
Administrative expenses (other) incurred2019-12-31$7,335
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$15,481,590
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,738,648
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,903,284
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 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$73,096,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,828,188
Interest on participant loans2019-12-31$56,075
Value of interest in common/collective trusts at end of year2019-12-31$2,538,314
Value of interest in common/collective trusts at beginning of year2019-12-31$2,271,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,954,648
Net investment gain or loss from common/collective trusts2019-12-31$44,867
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,506,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,206,237
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW CPA AND ADVISORS
Accountancy firm EIN2019-12-31382492570
2018 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$3,014,664
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,279,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,277,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,096,149
Value of total assets at end of year2018-12-31$53,903,284
Value of total assets at beginning of year2018-12-31$55,168,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,693
Total interest from all sources2018-12-31$39,805
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,079,778
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$3,079,778
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,433,433
Participant contributions at end of year2018-12-31$803,860
Participant contributions at beginning of year2018-12-31$781,057
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$262,020
Administrative expenses (other) incurred2018-12-31$2,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,265,303
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,903,284
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,168,587
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$50,828,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,698,902
Interest on participant loans2018-12-31$39,805
Value of interest in common/collective trusts at end of year2018-12-31$2,271,236
Value of interest in common/collective trusts at beginning of year2018-12-31$1,688,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,232,621
Net investment gain or loss from common/collective trusts2018-12-31$31,553
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$2,400,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,277,274
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 name2018-12-31DOEREN MAYHEW CPA AND ADVISORS
Accountancy firm EIN2018-12-31382492570
2017 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$13,496,085
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,898,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,851,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,446,878
Value of total assets at end of year2017-12-31$55,168,587
Value of total assets at beginning of year2017-12-31$44,571,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,978
Total interest from all sources2017-12-31$26,093
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,929,887
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$1,929,887
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,080,607
Participant contributions at end of year2017-12-31$781,057
Participant contributions at beginning of year2017-12-31$557,357
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$486,237
Administrative expenses (other) incurred2017-12-31$3,115
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$10,597,544
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,168,587
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,571,043
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
Investment advisory and management fees2017-12-31$43,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,698,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,371,168
Interest on participant loans2017-12-31$26,093
Value of interest in common/collective trusts at end of year2017-12-31$1,688,628
Value of interest in common/collective trusts at beginning of year2017-12-31$1,642,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,062,877
Net investment gain or loss from common/collective trusts2017-12-31$30,350
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$1,880,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,851,563
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 name2017-12-31DOEREN MAYHEW CPA AND ADVISORS
Accountancy firm EIN2017-12-31382492570
2016 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$7,654,900
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,258,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,255,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,044,263
Value of total assets at end of year2016-12-31$44,571,043
Value of total assets at beginning of year2016-12-31$41,174,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,107
Total interest from all sources2016-12-31$23,827
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,391,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,391,500
Administrative expenses professional fees incurred2016-12-31$300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,832,024
Participant contributions at end of year2016-12-31$557,357
Participant contributions at beginning of year2016-12-31$603,818
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$440,553
Administrative expenses (other) incurred2016-12-31$2,807
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$3,396,551
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,571,043
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,174,492
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$42,371,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,723,792
Interest on participant loans2016-12-31$23,827
Value of interest in common/collective trusts at end of year2016-12-31$1,642,518
Value of interest in common/collective trusts at beginning of year2016-12-31$1,846,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,165,383
Net investment gain or loss from common/collective trusts2016-12-31$29,927
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,771,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,255,242
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 name2016-12-31DOEREN MAYHEW CPA AND ADVISORS
Accountancy firm EIN2016-12-31382492570
2015 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$4,795,500
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,131,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,129,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,570,358
Value of total assets at end of year2015-12-31$41,174,492
Value of total assets at beginning of year2015-12-31$38,510,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,707
Total interest from all sources2015-12-31$22,953
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,726,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,726,535
Administrative expenses professional fees incurred2015-12-31$300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,551,291
Participant contributions at end of year2015-12-31$603,818
Participant contributions at beginning of year2015-12-31$526,948
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$347,998
Administrative expenses (other) incurred2015-12-31$1,407
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$2,664,240
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,174,492
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,510,252
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$38,723,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,621,499
Interest on participant loans2015-12-31$22,953
Value of interest in common/collective trusts at end of year2015-12-31$1,846,882
Value of interest in common/collective trusts at beginning of year2015-12-31$1,361,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,546,273
Net investment gain or loss from common/collective trusts2015-12-31$21,927
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,671,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,129,553
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 name2015-12-31DOEREN MAYHEW CPA AND ADVISORS
Accountancy firm EIN2015-12-31382492570
2014 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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$5,721,579
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,324,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,212,506
Expenses. Certain deemed distributions of participant loans2014-12-31$106,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,524,608
Value of total assets at end of year2014-12-31$38,510,252
Value of total assets at beginning of year2014-12-31$36,112,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,724
Total interest from all sources2014-12-31$25,904
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,697,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,697,281
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,022,330
Participant contributions at end of year2014-12-31$526,948
Participant contributions at beginning of year2014-12-31$603,190
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$151,399
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$8,357
Administrative expenses (other) incurred2014-12-31$4,724
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$7,419
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$2,397,504
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,510,252
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,112,748
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$36,621,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$35,502,139
Interest on participant loans2014-12-31$25,904
Value of interest in common/collective trusts at end of year2014-12-31$1,361,805
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-189,247
Net investment gain/loss from pooled separate accounts2014-12-31$644,567
Net investment gain or loss from common/collective trusts2014-12-31$18,466
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,350,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,204,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31ORTH,CHAKLER,MURNANE & COMPANY,CPA
Accountancy firm EIN2014-12-31650662923
2013 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$9,555,550
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,708,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,666,820
Expenses. Certain deemed distributions of participant loans2013-12-31$34,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,327,041
Value of total assets at end of year2013-12-31$36,112,748
Value of total assets at beginning of year2013-12-31$31,265,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,298
Total interest from all sources2013-12-31$21,661
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,969,964
Participant contributions at end of year2013-12-31$603,190
Participant contributions at beginning of year2013-12-31$465,539
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$269,813
Administrative expenses (other) incurred2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$7,419
Total non interest bearing cash at beginning of year2013-12-31$3,038
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$4,846,887
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,112,748
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,265,861
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 pooled separate accounts at end of year2013-12-31$35,502,139
Value of interest in pooled separate accounts at beginning of year2013-12-31$30,797,284
Interest on participant loans2013-12-31$21,661
Net investment gain/loss from pooled separate accounts2013-12-31$6,206,848
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,087,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,666,820
Contract administrator fees2013-12-31$7,298
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 name2013-12-31ORTH,CHAKLER,MURNANE, & COMPANY,CPA
Accountancy firm EIN2013-12-31650662923
2012 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,657,461
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,209,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,168,350
Expenses. Certain deemed distributions of participant loans2012-12-31$34,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,925,278
Value of total assets at end of year2012-12-31$31,265,861
Value of total assets at beginning of year2012-12-31$25,817,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,980
Total interest from all sources2012-12-31$19,392
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,933,849
Participant contributions at end of year2012-12-31$465,539
Participant contributions at beginning of year2012-12-31$476,105
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$998,105
Total non interest bearing cash at end of year2012-12-31$3,038
Total non interest bearing cash at beginning of year2012-12-31$5,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,448,197
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,265,861
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,817,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$30,797,284
Value of interest in pooled separate accounts at beginning of year2012-12-31$25,336,192
Interest on participant loans2012-12-31$19,392
Net investment gain/loss from pooled separate accounts2012-12-31$3,712,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$993,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,168,350
Contract administrator fees2012-12-31$5,980
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ORTH,CHAKLER,MURNANE & COMPANY, CPA
Accountancy firm EIN2012-12-31650662923
2011 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,026,176
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,383,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,340,940
Expenses. Certain deemed distributions of participant loans2011-12-31$34,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,681,790
Value of total assets at end of year2011-12-31$25,817,664
Value of total assets at beginning of year2011-12-31$25,175,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,920
Total interest from all sources2011-12-31$17,038
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,810,035
Participant contributions at end of year2011-12-31$476,105
Participant contributions at beginning of year2011-12-31$356,399
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$110,324
Total non interest bearing cash at end of year2011-12-31$5,367
Total non interest bearing cash at beginning of year2011-12-31$12,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$642,214
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,817,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,175,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$25,336,192
Value of interest in pooled separate accounts at beginning of year2011-12-31$24,213,866
Interest on participant loans2011-12-31$17,038
Net investment gain/loss from pooled separate accounts2011-12-31$-672,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$761,431
Employer contributions (assets) at beginning of year2011-12-31$592,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,340,940
Contract administrator fees2011-12-31$8,920
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ORTH,CHAKLER,MURNANE & COMPANY, CPA
Accountancy firm EIN2011-12-31650662923
2010 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,082,292
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,185,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,150,385
Expenses. Certain deemed distributions of participant loans2010-12-31$30,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,165,411
Value of total assets at end of year2010-12-31$25,175,450
Value of total assets at beginning of year2010-12-31$20,278,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,583
Total interest from all sources2010-12-31$14,749
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,750,609
Participant contributions at end of year2010-12-31$356,399
Participant contributions at beginning of year2010-12-31$460,207
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$69,519
Total non interest bearing cash at end of year2010-12-31$12,600
Total non interest bearing cash at beginning of year2010-12-31$9,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,896,847
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,175,450
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,278,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$24,213,866
Value of interest in pooled separate accounts at beginning of year2010-12-31$19,809,039
Interest on participant loans2010-12-31$14,749
Net investment gain/loss from pooled separate accounts2010-12-31$2,902,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,345,283
Employer contributions (assets) at end of year2010-12-31$592,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,150,385
Contract administrator fees2010-12-31$4,583
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ORTH,CHAKLER,MURNANE & COMPANY, CPA
Accountancy firm EIN2010-12-31650662923
2009 : NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN

2023: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS 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
2012: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NORTHWEST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87780
Policy instance 1
Insurance contract or identification number87780
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-04-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,650
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?No
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
Amount paid for insurance broker fees11650
Additional information about fees paid to insurance brokerTPA FEES PAID OTHER PAYMENTS
Insurance broker organization code?5
Insurance broker nameVERISIGHT, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87780
Policy instance 1
Insurance contract or identification number87780
Number of Individuals Covered455
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $34,207
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?No
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
Amount paid for insurance broker fees25069
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
Insurance broker nameORTH, CHAKLER, MURNANE, AND COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87780
Policy instance 1
Insurance contract or identification number87780
Number of Individuals Covered423
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,230
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?No
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
Amount paid for insurance broker fees23074
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
Insurance broker nameVANGUARD GROUP INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87780
Policy instance 1
Insurance contract or identification number87780
Number of Individuals Covered383
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,985
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?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number87780
Policy instance 1
Insurance contract or identification number87780
Number of Individuals Covered382
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,665
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?No
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
Amount paid for insurance broker fees8570
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
Insurance broker nameVANGUARD GROUP INC

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