401k Plan data: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN plan

LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined 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).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

LIFEWORKS NW has sponsored the creation of one or more 401k plans.

Company Name: LIFEWORKS NW

Employer identification number (EIN): 930502822

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Additional information about LIFEWORKS NW

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2061-03-13

Company Identification Number: 6621817

Legal Registered Office Address: 14600 NW CORNELL RD

PORTLAND
United States of America (USA)
97229

More information about LIFEWORKS NW

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 CONNIE DUNKLE-WEYRAUCH
002 2015-07-01
002 2014-07-01
002 2013-07-01 CONNIE DUNKLE-WEYRAUCH
002 2012-07-01 CONNIE DUNKLE-WEYRAUCH
002 2011-07-01 CONNIE DUNKLE-WEYRAUCH
002 2009-07-01 CONNIE DUNKLE-WEYRAUCH

Plan Statistics for LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 794
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 562
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 249
Total of all active and inactive participants 2022-07-01 811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 811
Number of participants with account balances 2022-07-01 757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,081
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 531
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 254
Total of all active and inactive participants 2021-07-01 785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 785
Number of participants with account balances 2021-07-01 725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 41
2020: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,051
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 645
Number of other retired or separated participants entitled to future benefits 2020-07-01 367
Total of all active and inactive participants 2020-07-01 1,012
Total participants 2020-07-01 1,012
Number of participants with account balances 2020-07-01 1,012
2019: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,071
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 680
Number of other retired or separated participants entitled to future benefits 2019-07-01 371
Total of all active and inactive participants 2019-07-01 1,051
Total participants 2019-07-01 1,051
Number of participants with account balances 2019-07-01 938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 44
2018: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 976
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 819
Number of other retired or separated participants entitled to future benefits 2018-07-01 299
Total of all active and inactive participants 2018-07-01 1,118
Total participants 2018-07-01 1,118
Number of participants with account balances 2018-07-01 946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 17
2017: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 945
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 762
Number of retired or separated participants receiving benefits 2017-07-01 74
Number of other retired or separated participants entitled to future benefits 2017-07-01 235
Total of all active and inactive participants 2017-07-01 1,071
Total participants 2017-07-01 1,071
Number of participants with account balances 2017-07-01 849
2016: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 879
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 825
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 130
Total of all active and inactive participants 2016-07-01 955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 955
Number of participants with account balances 2016-07-01 719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 38
2015: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 867
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 685
Number of retired or separated participants receiving benefits 2015-07-01 20
Number of other retired or separated participants entitled to future benefits 2015-07-01 152
Total of all active and inactive participants 2015-07-01 857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 857
Number of participants with account balances 2015-07-01 480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 25
2014: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 798
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 661
Number of retired or separated participants receiving benefits 2014-07-01 22
Number of other retired or separated participants entitled to future benefits 2014-07-01 184
Total of all active and inactive participants 2014-07-01 867
Total participants 2014-07-01 867
Number of participants with account balances 2014-07-01 522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 38
2013: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 842
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 611
Number of retired or separated participants receiving benefits 2013-07-01 23
Number of other retired or separated participants entitled to future benefits 2013-07-01 164
Total of all active and inactive participants 2013-07-01 798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 798
Number of participants with account balances 2013-07-01 501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 40
2012: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 838
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 615
Number of retired or separated participants receiving benefits 2012-07-01 20
Number of other retired or separated participants entitled to future benefits 2012-07-01 207
Total of all active and inactive participants 2012-07-01 842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 842
Number of participants with account balances 2012-07-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 42
2011: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 738
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 658
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 180
Total of all active and inactive participants 2011-07-01 838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 838
Number of participants with account balances 2011-07-01 523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 46
2009: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 731
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 582
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 113
Total of all active and inactive participants 2009-07-01 695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 695
Number of participants with account balances 2009-07-01 478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 22

Measure	Date	Value
2022: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	794
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	562
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	249
Total of all active and inactive participants	2022-07-01	811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	811
Number of participants with account balances	2022-07-01	757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,081
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	531
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	254
Total of all active and inactive participants	2021-07-01	785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	785
Number of participants with account balances	2021-07-01	725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	41
2020: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,051
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	645
Number of other retired or separated participants entitled to future benefits	2020-07-01	367
Total of all active and inactive participants	2020-07-01	1,012
Total participants	2020-07-01	1,012
Number of participants with account balances	2020-07-01	1,012
2019: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,071
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	680
Number of other retired or separated participants entitled to future benefits	2019-07-01	371
Total of all active and inactive participants	2019-07-01	1,051
Total participants	2019-07-01	1,051
Number of participants with account balances	2019-07-01	938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	44
2018: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	976
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	819
Number of other retired or separated participants entitled to future benefits	2018-07-01	299
Total of all active and inactive participants	2018-07-01	1,118
Total participants	2018-07-01	1,118
Number of participants with account balances	2018-07-01	946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	17
2017: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	945
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	762
Number of retired or separated participants receiving benefits	2017-07-01	74
Number of other retired or separated participants entitled to future benefits	2017-07-01	235
Total of all active and inactive participants	2017-07-01	1,071
Total participants	2017-07-01	1,071
Number of participants with account balances	2017-07-01	849
2016: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	879
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	825
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	130
Total of all active and inactive participants	2016-07-01	955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	955
Number of participants with account balances	2016-07-01	719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	38
2015: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	867
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	685
Number of retired or separated participants receiving benefits	2015-07-01	20
Number of other retired or separated participants entitled to future benefits	2015-07-01	152
Total of all active and inactive participants	2015-07-01	857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	857
Number of participants with account balances	2015-07-01	480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	25
2014: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	798
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	661
Number of retired or separated participants receiving benefits	2014-07-01	22
Number of other retired or separated participants entitled to future benefits	2014-07-01	184
Total of all active and inactive participants	2014-07-01	867
Total participants	2014-07-01	867
Number of participants with account balances	2014-07-01	522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	38
2013: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	842
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	611
Number of retired or separated participants receiving benefits	2013-07-01	23
Number of other retired or separated participants entitled to future benefits	2013-07-01	164
Total of all active and inactive participants	2013-07-01	798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	798
Number of participants with account balances	2013-07-01	501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	40
2012: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	838
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	615
Number of retired or separated participants receiving benefits	2012-07-01	20
Number of other retired or separated participants entitled to future benefits	2012-07-01	207
Total of all active and inactive participants	2012-07-01	842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	842
Number of participants with account balances	2012-07-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	42
2011: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	738
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	658
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	180
Total of all active and inactive participants	2011-07-01	838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	838
Number of participants with account balances	2011-07-01	523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	46
2009: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	731
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	582
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	113
Total of all active and inactive participants	2009-07-01	695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	695
Number of participants with account balances	2009-07-01	478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	22

Financial Data on LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$6,056,717
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,988,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$1,865,127
Value of total corrective distributions	2023-06-30	$11,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$3,639,641
Value of total assets at end of year	2023-06-30	$25,294,681
Value of total assets at beginning of year	2023-06-30	$21,226,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$111,273
Total interest from all sources	2023-06-30	$15,271
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$465,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$465,384
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$1,794,305
Participant contributions at end of year	2023-06-30	$121,555
Participant contributions at beginning of year	2023-06-30	$95,416
Participant contributions at beginning of year	2023-06-30	$562
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$552,853
Other income not declared elsewhere	2023-06-30	$14,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$4,068,660
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$25,294,681
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$21,226,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$24,738,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$20,683,324
Interest on participant loans	2023-06-30	$6,541
Interest earned on other investments	2023-06-30	$8,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$434,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$446,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,922,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,292,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$1,865,127
Contract administrator fees	2023-06-30	$111,273
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2023-06-30	930743240
2022 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-873,132
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$4,209,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$4,027,273
Expenses. Certain deemed distributions of participant loans	2022-06-30	$19,663
Value of total corrective distributions	2022-06-30	$31,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,592,041
Value of total assets at end of year	2022-06-30	$21,226,021
Value of total assets at beginning of year	2022-06-30	$26,308,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$131,740
Total interest from all sources	2022-06-30	$10,698
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$452,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$452,395
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,471,899
Participant contributions at end of year	2022-06-30	$95,416
Participant contributions at beginning of year	2022-06-30	$112,696
Participant contributions at end of year	2022-06-30	$562
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$177,921
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$669
Other income not declared elsewhere	2022-06-30	$5,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-5,082,928
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$21,226,021
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$26,308,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$20,683,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$23,097,917
Interest on participant loans	2022-06-30	$7,176
Interest earned on other investments	2022-06-30	$3,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$446,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$3,098,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,933,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$942,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$4,026,604
Contract administrator fees	2022-06-30	$131,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	Yes
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2022-06-30	930743240
2021 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$8,267,191
Total of all expenses incurred	2021-06-30	$2,281,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,112,830
Expenses. Certain deemed distributions of participant loans	2021-06-30	$22,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,301,253
Value of total assets at end of year	2021-06-30	$26,308,949
Value of total assets at beginning of year	2021-06-30	$20,323,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$146,403
Total interest from all sources	2021-06-30	$67,225
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$475,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$475,247
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,290,379
Participant contributions at end of year	2021-06-30	$112,696
Participant contributions at beginning of year	2021-06-30	$176,337
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$8,464
Other income not declared elsewhere	2021-06-30	$-24,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$5,985,561
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$26,308,949
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$20,323,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$23,097,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$16,630,096
Value of interest in pooled separate accounts at end of year	2021-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$13
Interest on participant loans	2021-06-30	$10,920
Interest earned on other investments	2021-06-30	$56,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$3,098,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$3,516,942
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$246,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$5,447,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,002,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,866,801
Contract administrator fees	2021-06-30	$146,403
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2021-06-30	930743240
2020 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$2,447,389
Total of all expenses incurred	2020-06-30	$1,167,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,013,674
Expenses. Certain deemed distributions of participant loans	2020-06-30	$-376
Value of total corrective distributions	2020-06-30	$26,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,099,771
Value of total assets at end of year	2020-06-30	$20,323,388
Value of total assets at beginning of year	2020-06-30	$19,043,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$126,968
Total interest from all sources	2020-06-30	$71,506
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$457,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$457,477
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,212,454
Participant contributions at end of year	2020-06-30	$176,337
Participant contributions at beginning of year	2020-06-30	$142,570
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$53,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,280,272
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$20,323,388
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$19,043,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$16,630,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$16,240,162
Value of interest in pooled separate accounts at end of year	2020-06-30	$13
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$24
Interest on participant loans	2020-06-30	$9,832
Interest earned on other investments	2020-06-30	$61,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$3,516,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$2,660,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-181,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$833,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,013,674
Contract administrator fees	2020-06-30	$126,968
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2020-06-30	930743240
2019 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$3,257,432
Total of all expenses incurred	2019-06-30	$1,983,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,853,739
Expenses. Certain deemed distributions of participant loans	2019-06-30	$3,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,178,752
Value of total assets at end of year	2019-06-30	$19,043,116
Value of total assets at beginning of year	2019-06-30	$17,769,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$126,667
Total interest from all sources	2019-06-30	$58,660
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$533,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$533,750
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-06-30	$0
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,278,957
Participant contributions at end of year	2019-06-30	$142,570
Participant contributions at beginning of year	2019-06-30	$106,324
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$44,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,273,565
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$19,043,116
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$17,769,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$16,240,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$15,333,574
Value of interest in pooled separate accounts at end of year	2019-06-30	$24
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$35
Interest on participant loans	2019-06-30	$5,924
Interest earned on other investments	2019-06-30	$52,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$2,660,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$2,329,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$486,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$854,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,853,739
Contract administrator fees	2019-06-30	$126,667
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$0
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2019-06-30	930743240
2018 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$3,357,923
Total of all expenses incurred	2018-06-30	$2,342,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,186,944
Expenses. Certain deemed distributions of participant loans	2018-06-30	$-1,176
Value of total corrective distributions	2018-06-30	$32,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,953,289
Value of total assets at end of year	2018-06-30	$17,769,551
Value of total assets at beginning of year	2018-06-30	$16,754,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$124,661
Total interest from all sources	2018-06-30	$48,376
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$411,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$411,035
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-06-30	$0
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,200,570
Participant contributions at end of year	2018-06-30	$106,324
Participant contributions at beginning of year	2018-06-30	$106,235
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$14,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$1,015,473
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$17,769,551
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$16,754,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$15,333,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$14,450,634
Value of interest in pooled separate accounts at end of year	2018-06-30	$35
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$42
Interest on participant loans	2018-06-30	$3,996
Interest earned on other investments	2018-06-30	$44,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$2,329,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$2,197,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$945,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$738,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,186,944
Contract administrator fees	2018-06-30	$124,661
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	HOFFMAN, STEWART, & SCHMIDT, P.C
Accountancy firm EIN	2018-06-30	930743240
2017 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$71,807
Total income from all sources (including contributions)	2017-06-30	$3,531,493
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$689,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$599,155
Expenses. Certain deemed distributions of participant loans	2017-06-30	$6,044
Value of total corrective distributions	2017-06-30	$17,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,785,090
Value of total assets at end of year	2017-06-30	$16,754,078
Value of total assets at beginning of year	2017-06-30	$13,984,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$67,562
Total interest from all sources	2017-06-30	$56,903
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$314,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$314,598
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$990,112
Participant contributions at end of year	2017-06-30	$106,235
Participant contributions at beginning of year	2017-06-30	$58,785
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$109,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$71,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,841,565
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$16,754,078
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$13,912,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$14,450,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$11,251,927
Value of interest in pooled separate accounts at end of year	2017-06-30	$42
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$44
Interest on participant loans	2017-06-30	$2,952
Interest earned on other investments	2017-06-30	$53,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$2,197,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,636,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,374,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$685,361
Employer contributions (assets) at beginning of year	2017-06-30	$37,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$599,155
Contract administrator fees	2017-06-30	$67,562
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN	2017-06-30	930743240
2016 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total transfer of assets from this plan	2016-06-30	$6,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$71,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$87,894
Total income from all sources (including contributions)	2016-06-30	$1,209,250
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,026,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$985,436
Expenses. Certain deemed distributions of participant loans	2016-06-30	$14,675
Value of total corrective distributions	2016-06-30	$5,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,292,210
Value of total assets at end of year	2016-06-30	$13,984,320
Value of total assets at beginning of year	2016-06-30	$13,823,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$20,144
Total interest from all sources	2016-06-30	$78,182
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$716,309
Participant contributions at end of year	2016-06-30	$58,785
Participant contributions at beginning of year	2016-06-30	$73,979
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$19,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$71,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$87,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$183,152
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$13,912,513
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$13,736,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$20,144
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$11,251,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$11,032,921
Value of interest in pooled separate accounts at end of year	2016-06-30	$44
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$64
Interest on participant loans	2016-06-30	$1,770
Interest earned on other investments	2016-06-30	$76,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,636,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$2,618,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-161,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$555,949
Employer contributions (assets) at end of year	2016-06-30	$37,445
Employer contributions (assets) at beginning of year	2016-06-30	$28,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$985,436
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$69,865
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2016-06-30	930743240
2015 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$87,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$57,572
Total income from all sources (including contributions)	2015-06-30	$1,632,382
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,557,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,510,292
Expenses. Certain deemed distributions of participant loans	2015-06-30	$16,447
Value of total corrective distributions	2015-06-30	$12,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,170,753
Value of total assets at end of year	2015-06-30	$13,823,941
Value of total assets at beginning of year	2015-06-30	$13,718,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$18,435
Total interest from all sources	2015-06-30	$78,771
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$609,466
Participant contributions at end of year	2015-06-30	$73,979
Participant contributions at beginning of year	2015-06-30	$115,210
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$46,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$87,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$57,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$75,017
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$13,736,047
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$13,661,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$18,435
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$11,032,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$10,901,668
Value of interest in pooled separate accounts at end of year	2015-06-30	$64
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$73
Interest on participant loans	2015-06-30	$3,005
Interest earned on other investments	2015-06-30	$75,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$2,618,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$2,666,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$382,866
Net investment gain/loss from pooled separate accounts	2015-06-30	$-8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$514,757
Employer contributions (assets) at end of year	2015-06-30	$28,564
Employer contributions (assets) at beginning of year	2015-06-30	$34,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,510,292
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$69,865
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$0
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2015-06-30	930743240
2014 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$57,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$45,192
Total income from all sources (including contributions)	2014-06-30	$3,102,247
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$702,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$652,747
Expenses. Certain deemed distributions of participant loans	2014-06-30	$14,919
Value of total corrective distributions	2014-06-30	$15,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,201,653
Value of total assets at end of year	2014-06-30	$13,718,602
Value of total assets at beginning of year	2014-06-30	$11,306,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$18,604
Total interest from all sources	2014-06-30	$73,046
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$574,384
Participant contributions at end of year	2014-06-30	$115,210
Participant contributions at beginning of year	2014-06-30	$46,526
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$79
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$172,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$57,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$45,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$2,400,197
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$13,661,030
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$11,260,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$18,604
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$10,901,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$8,935,452
Value of interest in pooled separate accounts at end of year	2014-06-30	$73
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$71
Interest on participant loans	2014-06-30	$1,214
Interest earned on other investments	2014-06-30	$71,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$2,666,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$2,298,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,827,546
Net investment gain/loss from pooled separate accounts	2014-06-30	$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$454,559
Employer contributions (assets) at end of year	2014-06-30	$34,905
Employer contributions (assets) at beginning of year	2014-06-30	$25,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$652,747
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2014-06-30	930743240
2013 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total transfer of assets from this plan	2013-06-30	$45,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$45,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$2,489,523
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$595,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$572,035
Value of total corrective distributions	2013-06-30	$11,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,181,051
Value of total assets at end of year	2013-06-30	$11,306,025
Value of total assets at beginning of year	2013-06-30	$9,412,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$12,447
Total interest from all sources	2013-06-30	$2,000
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$59,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$59,504
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$617,767
Participant contributions at end of year	2013-06-30	$46,526
Participant contributions at beginning of year	2013-06-30	$60,670
Participant contributions at end of year	2013-06-30	$79
Participant contributions at beginning of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$100,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$45,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,893,750
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$11,260,833
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$9,412,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$12,447
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$8,935,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$7,468,485
Value of interest in pooled separate accounts at end of year	2013-06-30	$71
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$11,994
Interest on participant loans	2013-06-30	$2,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$2,298,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,849,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$1,245,231
Net investment gain/loss from pooled separate accounts	2013-06-30	$1,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$462,600
Employer contributions (assets) at end of year	2013-06-30	$25,557
Employer contributions (assets) at beginning of year	2013-06-30	$21,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$572,035
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2013-06-30	930743240
2012 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$1,085,581
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$450,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$427,354
Expenses. Certain deemed distributions of participant loans	2012-06-30	$13,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,115,685
Value of total assets at end of year	2012-06-30	$9,412,275
Value of total assets at beginning of year	2012-06-30	$8,776,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$9,657
Total interest from all sources	2012-06-30	$55,001
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$607,854
Participant contributions at end of year	2012-06-30	$60,670
Participant contributions at beginning of year	2012-06-30	$69,508
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$11,864
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$41,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$635,492
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$9,412,275
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$8,776,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$9,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$7,468,485
Value of interest in pooled separate accounts at end of year	2012-06-30	$11,994
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$7,128,043
Interest on participant loans	2012-06-30	$1,233
Interest earned on other investments	2012-06-30	$53,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,849,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,539,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-85,234
Net investment gain/loss from pooled separate accounts	2012-06-30	$129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$465,990
Employer contributions (assets) at end of year	2012-06-30	$21,836
Employer contributions (assets) at beginning of year	2012-06-30	$28,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$427,354
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2012-06-30	930743240
2011 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$2,686,333
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$437,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$428,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,083,987
Value of total assets at end of year	2011-06-30	$8,776,783
Value of total assets at beginning of year	2011-06-30	$6,527,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$9,442
Total interest from all sources	2011-06-30	$45,849
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$418,920
Participant contributions at end of year	2011-06-30	$69,508
Participant contributions at beginning of year	2011-06-30	$65,361
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$155
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$11,864
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$9,024
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$154,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$2,248,856
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$8,776,783
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$6,527,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$9,442
Value of interest in pooled separate accounts at end of year	2011-06-30	$7,128,043
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$5,306,868
Interest on participant loans	2011-06-30	$4,382
Interest earned on other investments	2011-06-30	$41,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$1,539,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$1,115,678
Net investment gain/loss from pooled separate accounts	2011-06-30	$1,556,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$510,977
Employer contributions (assets) at end of year	2011-06-30	$28,033
Employer contributions (assets) at beginning of year	2011-06-30	$30,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$428,035
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2011-06-30	930743240
2010 : LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN

2022: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: LIFEWORKS NORTHWEST DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	811
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	0
Insurance policy start date	2021-07-01
Insurance policy end date	2021-09-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	0
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	1001
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	11
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	939
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	14
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	946
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	16
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	25
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	818
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

66869

Policy instance

Insurance contract or identification number	66869
Number of Individuals Covered	1
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	482
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $21,484
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $11,098
Insurance broker organization code?	3
Insurance broker name	WENDY WELLS

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

66869

Policy instance

Insurance contract or identification number	66869
Number of Individuals Covered	1
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	530
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $16,367
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $13,953
Insurance broker organization code?	3
Insurance broker name	UNASSIGNED

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	494
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $14,488
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $12,628
Insurance broker organization code?	3
Insurance broker name	ALEX B SHOKRIAN

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	551
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $19,222
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $10,887
Insurance broker organization code?	3
Insurance broker name	BRIAN A WATTS

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	532
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $23,939
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

54762

Policy instance

Insurance contract or identification number	54762
Number of Individuals Covered	512
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $16,632
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	LIFEWORKS NW
Employer identification number (EIN):	930502822
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2061-03-13
Company Identification Number:	6621817
Legal Registered Office Address:	14600 NW CORNELL RD PORTLAND United States of America (USA) 97229