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BLOODWORKS NORTHWEST RETIREMENT PLAN 401k Plan overview

Plan NameBLOODWORKS NORTHWEST RETIREMENT PLAN
Plan identification number 003

BLOODWORKS NORTHWEST RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

BLOODWORKS NORTHWEST has sponsored the creation of one or more 401k plans.

Company Name:BLOODWORKS NORTHWEST
Employer identification number (EIN):911019655
NAIC Classification:621900

Additional information about BLOODWORKS NORTHWEST

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3247932

More information about BLOODWORKS NORTHWEST

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLOODWORKS NORTHWEST RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ROBERT GLEASON ROBERT GLEASON2018-10-15
0032016-01-01ROBERT GLEASON ROBERT GLEASON2017-10-16
0032015-01-01ROBERT GLEASON ROBERT GLEASON2016-08-09
0032015-01-01ROBERT GLEASON ROBERT GLEASON2016-10-17
0032014-01-01ROBERT GLEASON ROBERT GLEASON2015-10-14
0032013-01-01ROBERT GLEASON ROBERT GLEASON2014-10-13
0032012-01-01ROBERT GLEASON ROBERT GLEASON2013-10-09
0032011-01-01SALLY SULLIVAN ROBERT GLEASON2012-10-10
0032010-01-01SALLY SULLIVAN ROBERT GLEASON2011-10-12
0032009-01-01SALLY SULLIVAN ROBERT GLEASON2010-10-14
0032009-01-01 ROBERT GLEASON2010-10-14

Plan Statistics for BLOODWORKS NORTHWEST RETIREMENT PLAN

401k plan membership statisitcs for BLOODWORKS NORTHWEST RETIREMENT PLAN

Measure Date Value
2023: BLOODWORKS NORTHWEST RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,071
Total number of active participants reported on line 7a of the Form 55002023-01-01755
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,400
Total of all active and inactive participants2023-01-012,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-018
Total participants2023-01-012,163
Number of participants with account balances2023-01-012,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0146
2022: BLOODWORKS NORTHWEST RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,031
Total number of active participants reported on line 7a of the Form 55002022-01-01694
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,372
Total of all active and inactive participants2022-01-012,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,073
Number of participants with account balances2022-01-012,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: BLOODWORKS NORTHWEST RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,024
Total number of active participants reported on line 7a of the Form 55002021-01-01744
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,280
Total of all active and inactive participants2021-01-012,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-012,031
Number of participants with account balances2021-01-012,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0147
2020: BLOODWORKS NORTHWEST RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,995
Total number of active participants reported on line 7a of the Form 55002020-01-01797
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,222
Total of all active and inactive participants2020-01-012,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-012,025
Number of participants with account balances2020-01-012,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: BLOODWORKS NORTHWEST RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,948
Total number of active participants reported on line 7a of the Form 55002019-01-01814
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,175
Total of all active and inactive participants2019-01-011,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,995
Number of participants with account balances2019-01-011,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: BLOODWORKS NORTHWEST RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,886
Total number of active participants reported on line 7a of the Form 55002018-01-01789
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,158
Total of all active and inactive participants2018-01-011,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,949
Number of participants with account balances2018-01-011,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: BLOODWORKS NORTHWEST RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,839
Total number of active participants reported on line 7a of the Form 55002017-01-01778
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,106
Total of all active and inactive participants2017-01-011,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,886
Number of participants with account balances2017-01-011,875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2016: BLOODWORKS NORTHWEST RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,769
Total number of active participants reported on line 7a of the Form 55002016-01-01762
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,073
Total of all active and inactive participants2016-01-011,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,838
Number of participants with account balances2016-01-011,826
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: BLOODWORKS NORTHWEST RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,680
Total number of active participants reported on line 7a of the Form 55002015-01-011,763
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01987
Total of all active and inactive participants2015-01-012,750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,754
Number of participants with account balances2015-01-011,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: BLOODWORKS NORTHWEST RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,689
Total number of active participants reported on line 7a of the Form 55002014-01-011,680
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01960
Total of all active and inactive participants2014-01-012,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,645
Number of participants with account balances2014-01-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0140
2013: BLOODWORKS NORTHWEST RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,604
Total number of active participants reported on line 7a of the Form 55002013-01-01702
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01927
Total of all active and inactive participants2013-01-011,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,632
Number of participants with account balances2013-01-011,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0155
2012: BLOODWORKS NORTHWEST RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,608
Total number of active participants reported on line 7a of the Form 55002012-01-01817
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01899
Total of all active and inactive participants2012-01-011,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,718
Number of participants with account balances2012-01-011,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0156
2011: BLOODWORKS NORTHWEST RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,976
Total number of active participants reported on line 7a of the Form 55002011-01-01977
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01846
Total of all active and inactive participants2011-01-011,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,825
Number of participants with account balances2011-01-011,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01110
2010: BLOODWORKS NORTHWEST RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,976
Total number of active participants reported on line 7a of the Form 55002010-01-01749
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,219
Total of all active and inactive participants2010-01-011,968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-011,976
Number of participants with account balances2010-01-011,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0177
2009: BLOODWORKS NORTHWEST RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,482
Total number of active participants reported on line 7a of the Form 55002009-01-011,189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01511
Total of all active and inactive participants2009-01-011,700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,703
Number of participants with account balances2009-01-011,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0155

Financial Data on BLOODWORKS NORTHWEST RETIREMENT PLAN

Measure Date Value
2023 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$19,489,020
Total of all expenses incurred2023-12-31$6,187,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,166,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,952,381
Value of total assets at end of year2023-12-31$118,079,932
Value of total assets at beginning of year2023-12-31$104,778,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$20,683
Total interest from all sources2023-12-31$1,167,971
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,413,989
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$1,413,989
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
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
Other income not declared elsewhere2023-12-31$2,294
Administrative expenses (other) incurred2023-12-31$2,308
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$13,301,574
Value of net assets at end of year (total assets less liabilities)2023-12-31$118,079,932
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$104,778,358
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$89,952,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$75,081,842
Value of interest in pooled separate accounts at end of year2023-12-31$3,278,846
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,132,722
Interest earned on other investments2023-12-31$1,167,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$24,848,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$25,563,794
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,132,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$13,490,799
Net investment gain/loss from pooled separate accounts2023-12-31$-538,414
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$3,952,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,034,050
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
2022 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-11,782,115
Total of all expenses incurred2022-12-31$3,209,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,205,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,662,384
Value of total assets at end of year2022-12-31$104,778,358
Value of total assets at beginning of year2022-12-31$119,770,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,617
Total interest from all sources2022-12-31$1,018,476
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,296,064
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$1,296,064
Administrative expenses professional fees incurred2022-12-31$4,617
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Other income not declared elsewhere2022-12-31$20,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,991,812
Value of net assets at end of year (total assets less liabilities)2022-12-31$104,778,358
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$119,770,170
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$75,081,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,665,204
Value of interest in pooled separate accounts at end of year2022-12-31$4,132,722
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,953,773
Interest earned on other investments2022-12-31$1,018,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$25,563,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,151,193
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$200,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,102,710
Net investment gain/loss from pooled separate accounts2022-12-31$323,608
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$3,662,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,004,275
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$18,213,822
Total of all expenses incurred2021-12-31$5,987,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,964,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,286,010
Value of total assets at end of year2021-12-31$119,770,170
Value of total assets at beginning of year2021-12-31$107,544,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,127
Total interest from all sources2021-12-31$821,933
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,868,368
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$1,868,368
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$4,286,010
Amount contributed by the employer to the plan for this plan year2021-12-31$4,286,010
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$21,425
Administrative expenses (other) incurred2021-12-31$627
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$12,225,840
Value of net assets at end of year (total assets less liabilities)2021-12-31$119,770,170
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,544,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,665,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$81,045,939
Value of interest in pooled separate accounts at end of year2021-12-31$3,953,773
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,456,190
Interest earned on other investments2021-12-31$821,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,151,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,042,201
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$642,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,595,966
Net investment gain/loss from pooled separate accounts2021-12-31$620,120
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$4,286,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,322,400
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$15,837,832
Total of all expenses incurred2020-12-31$7,644,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,607,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,109,240
Value of total assets at end of year2020-12-31$107,544,330
Value of total assets at beginning of year2020-12-31$99,350,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,694
Total interest from all sources2020-12-31$899,540
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,766,396
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$1,766,396
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,109,240
Amount contributed by the employer to the plan for this plan year2020-12-31$3,109,240
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$16,571
Administrative expenses (other) incurred2020-12-31$1,944
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$8,193,719
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,544,330
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$99,350,611
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
Investment advisory and management fees2020-12-31$34,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$81,045,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$72,899,719
Value of interest in pooled separate accounts at end of year2020-12-31$3,456,190
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,702,739
Interest earned on other investments2020-12-31$899,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,042,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$22,748,153
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,479,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,077,686
Net investment gain/loss from pooled separate accounts2020-12-31$-31,601
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$3,109,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,128,324
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$19,395,815
Total income from all sources (including contributions)2019-12-31$19,395,815
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,866,382
Total of all expenses incurred2019-12-31$5,866,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,856,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,856,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,163,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,163,926
Value of total assets at end of year2019-12-31$99,350,611
Value of total assets at end of year2019-12-31$99,350,611
Value of total assets at beginning of year2019-12-31$85,821,178
Value of total assets at beginning of year2019-12-31$85,821,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,744
Total interest from all sources2019-12-31$906,010
Total interest from all sources2019-12-31$906,010
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,513,361
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,513,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,513,361
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,513,361
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,163,926
Amount contributed by the employer to the plan for this plan year2019-12-31$4,163,926
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$14,624
Other income not declared elsewhere2019-12-31$14,624
Administrative expenses (other) incurred2019-12-31$244
Administrative expenses (other) incurred2019-12-31$244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,529,433
Value of net income/loss2019-12-31$13,529,433
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,350,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,350,611
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,821,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,821,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,500
Investment advisory and management fees2019-12-31$9,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,899,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$72,899,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,988,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$59,988,297
Value of interest in pooled separate accounts at end of year2019-12-31$3,702,739
Value of interest in pooled separate accounts at end of year2019-12-31$3,702,739
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,467,915
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,467,915
Interest earned on other investments2019-12-31$906,010
Interest earned on other investments2019-12-31$906,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,748,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$22,748,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,364,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,364,966
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,616,866
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,616,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,606,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,606,896
Net investment gain/loss from pooled separate accounts2019-12-31$190,998
Net investment gain/loss from pooled separate accounts2019-12-31$190,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,163,926
Contributions received in cash from employer2019-12-31$4,163,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,239,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,239,772
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$243,161
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,943,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,932,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,036,330
Value of total assets at end of year2018-12-31$85,821,178
Value of total assets at beginning of year2018-12-31$90,521,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,971
Total interest from all sources2018-12-31$904,407
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,597,883
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$1,597,883
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,036,330
Amount contributed by the employer to the plan for this plan year2018-12-31$4,036,330
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$13,713
Administrative expenses (other) incurred2018-12-31$6,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,700,751
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,821,178
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,521,929
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
Investment advisory and management fees2018-12-31$4,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$59,988,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$65,542,755
Value of interest in pooled separate accounts at end of year2018-12-31$3,467,915
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,205,912
Interest earned on other investments2018-12-31$904,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,364,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,773,262
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$611,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,463,772
Net investment gain/loss from pooled separate accounts2018-12-31$154,600
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$4,036,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,321,071
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,712,674
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,050,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,045,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,969,323
Value of total assets at end of year2017-12-31$90,521,929
Value of total assets at beginning of year2017-12-31$77,860,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,320
Total interest from all sources2017-12-31$853,312
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,162,393
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$1,162,393
Administrative expenses professional fees incurred2017-12-31$4,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,969,323
Amount contributed by the employer to the plan for this plan year2017-12-31$3,969,323
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$1,070
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$12,661,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,521,929
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,860,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$65,542,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$53,941,949
Value of interest in pooled separate accounts at end of year2017-12-31$3,205,912
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,003,038
Interest earned on other investments2017-12-31$853,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,773,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,911,630
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$833,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,595,688
Net investment gain/loss from pooled separate accounts2017-12-31$131,958
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$3,969,323
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,212,437
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,622,036
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,104,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,099,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,828,394
Value of total assets at end of year2016-12-31$77,860,041
Value of total assets at beginning of year2016-12-31$72,342,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,519
Total interest from all sources2016-12-31$889,301
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$786,872
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$786,872
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,828,394
Amount contributed by the employer to the plan for this plan year2016-12-31$3,828,394
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$4,519
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$5,517,799
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,860,041
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,342,242
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$53,941,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,918,841
Value of interest in pooled separate accounts at end of year2016-12-31$3,003,038
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,706,383
Interest earned on other investments2016-12-31$889,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,911,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,717,018
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$398,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,973,902
Net investment gain/loss from pooled separate accounts2016-12-31$143,567
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$3,828,394
Employer contributions (assets) at end of year2016-12-31$3,424
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,700,878
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,643,172
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,929,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,929,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,698,272
Value of total assets at end of year2015-12-31$72,342,242
Value of total assets at beginning of year2015-12-31$70,628,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$611
Total interest from all sources2015-12-31$791,790
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$892,807
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$892,807
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,698,272
Amount contributed by the employer to the plan for this plan year2015-12-31$3,698,272
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$611
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$1,713,450
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,342,242
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,628,792
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$49,918,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,348,586
Value of interest in pooled separate accounts at end of year2015-12-31$2,706,383
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,422,738
Interest earned on other investments2015-12-31$791,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,717,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,845,535
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$807,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-937,323
Net investment gain/loss from pooled separate accounts2015-12-31$197,626
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$3,698,272
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$11,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,121,684
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : BLOODWORKS NORTHWEST RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,709,100
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,674,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,672,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,602,036
Value of total assets at end of year2014-12-31$70,628,792
Value of total assets at beginning of year2014-12-31$66,594,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,556
Total interest from all sources2014-12-31$796,444
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$709,232
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$709,232
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$3,486,011
Amount contributed by the employer to the plan for this plan year2014-12-31$3,486,011
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$116,025
Administrative expenses (other) incurred2014-12-31$2,556
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$4,034,166
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,628,792
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$66,594,626
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$49,348,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$46,046,434
Value of interest in pooled separate accounts at end of year2014-12-31$2,422,738
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,066,087
Interest earned on other investments2014-12-31$796,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,845,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,478,815
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$863,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,339,747
Net investment gain/loss from pooled separate accounts2014-12-31$261,641
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$3,486,011
Employer contributions (assets) at end of year2014-12-31$11,933
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,808,418
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : BLOODWORKS NORTHWEST RETIREMENT 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$12,623,972
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,336,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,336,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,357,423
Value of total assets at end of year2013-12-31$66,594,626
Value of total assets at beginning of year2013-12-31$56,307,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$433
Total interest from all sources2013-12-31$761,926
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$516,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$516,210
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,357,423
Amount contributed by the employer to the plan for this plan year2013-12-31$3,357,423
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$433
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$10,287,462
Value of net assets at end of year (total assets less liabilities)2013-12-31$66,594,626
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$56,307,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,046,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,673,748
Value of interest in pooled separate accounts at end of year2013-12-31$2,066,087
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,736,972
Interest earned on other investments2013-12-31$761,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,478,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,889,818
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$474,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,814,405
Net investment gain/loss from pooled separate accounts2013-12-31$174,008
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$3,357,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,861,359
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 PBGC2013-12-31Yes
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : BLOODWORKS NORTHWEST RETIREMENT 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$8,637,360
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,845,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,843,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,422,432
Value of total assets at end of year2012-12-31$56,307,164
Value of total assets at beginning of year2012-12-31$50,515,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,285
Total interest from all sources2012-12-31$721,731
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$228,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$228,605
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,417,175
Amount contributed by the employer to the plan for this plan year2012-12-31$3,417,175
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,257
Administrative expenses (other) incurred2012-12-31$2,285
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$5,791,653
Value of net assets at end of year (total assets less liabilities)2012-12-31$56,307,164
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,515,511
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$36,673,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,314,046
Value of interest in pooled separate accounts at end of year2012-12-31$1,736,972
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,432,061
Interest earned on other investments2012-12-31$720,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,889,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,630,004
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$753,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,113,524
Net investment gain/loss from pooled separate accounts2012-12-31$151,068
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$3,417,175
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$130,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,089,482
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : BLOODWORKS NORTHWEST RETIREMENT 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$3,563,712
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,786,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,785,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,282,412
Value of total assets at end of year2011-12-31$50,515,511
Value of total assets at beginning of year2011-12-31$48,738,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$978
Total interest from all sources2011-12-31$698,013
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$136,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$136,040
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,282,412
Amount contributed by the employer to the plan for this plan year2011-12-31$3,282,412
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$978
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$1,777,456
Value of net assets at end of year (total assets less liabilities)2011-12-31$50,515,511
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,738,055
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$31,314,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,551,516
Value of interest in pooled separate accounts at end of year2011-12-31$1,432,061
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,198,745
Interest earned on other investments2011-12-31$696,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$17,630,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,855,307
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$468,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-712,674
Net investment gain/loss from pooled separate accounts2011-12-31$159,921
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$3,282,412
Employer contributions (assets) at end of year2011-12-31$130,374
Employer contributions (assets) at beginning of year2011-12-31$127,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,317,223
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : BLOODWORKS NORTHWEST RETIREMENT 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$7,164,980
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,724,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,717,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,072,527
Value of total assets at end of year2010-12-31$48,738,055
Value of total assets at beginning of year2010-12-31$43,297,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,434
Total interest from all sources2010-12-31$644,193
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$71,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$71,483
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,072,527
Amount contributed by the employer to the plan for this plan year2010-12-31$3,072,527
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$7,434
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$5,440,485
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,738,055
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$43,297,570
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$30,551,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,017,129
Value of interest in pooled separate accounts at end of year2010-12-31$1,198,745
Value of interest in pooled separate accounts at beginning of year2010-12-31$921,627
Interest earned on other investments2010-12-31$637,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,855,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,227,916
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$133,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,240,084
Net investment gain/loss from pooled separate accounts2010-12-31$136,693
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$3,072,527
Employer contributions (assets) at end of year2010-12-31$127,148
Employer contributions (assets) at beginning of year2010-12-31$124,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,583,133
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : BLOODWORKS NORTHWEST RETIREMENT 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$2,985,711
Amount contributed by the employer to the plan for this plan year2009-12-31$2,985,711

Form 5500 Responses for BLOODWORKS NORTHWEST RETIREMENT PLAN

2023: BLOODWORKS NORTHWEST RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BLOODWORKS NORTHWEST RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BLOODWORKS NORTHWEST RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BLOODWORKS NORTHWEST RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BLOODWORKS NORTHWEST RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BLOODWORKS NORTHWEST RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BLOODWORKS NORTHWEST RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BLOODWORKS NORTHWEST RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BLOODWORKS NORTHWEST RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BLOODWORKS NORTHWEST RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BLOODWORKS NORTHWEST RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BLOODWORKS NORTHWEST RETIREMENT 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: BLOODWORKS NORTHWEST RETIREMENT 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
2010: BLOODWORKS NORTHWEST RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BLOODWORKS NORTHWEST RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408113
Policy instance 1
Insurance contract or identification number408113
Number of Individuals Covered906
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408113
Policy instance 1
Insurance contract or identification number408113
Number of Individuals Covered924
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number408113
Policy instance 1
Insurance contract or identification number408113
Number of Individuals Covered935
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered956
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered981
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1009
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1035
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1083
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1119
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1163
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1593
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1661
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150809
Policy instance 1
Insurance contract or identification number150809
Number of Individuals Covered1563
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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