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EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameEDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN
Plan identification number 001

EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

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

Company Name:EDUCATION NORTHWEST
Employer identification number (EIN):930553346
NAIC Classification:611000

Additional information about EDUCATION NORTHWEST

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2065-12-03
Company Identification Number: 7702913
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about EDUCATION NORTHWEST

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KATHRYN HOYT
0012011-01-01KATHRYN HOYT
0012010-01-01KATHRYN HOYT
0012009-01-01KATHRYN HOYT
0012009-01-01KATHRYN HOYT

Plan Statistics for EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01487
Total number of active participants reported on line 7a of the Form 55002023-01-0176
Number of other retired or separated participants entitled to future benefits2023-01-01396
Total of all active and inactive participants2023-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-01477
Number of participants with account balances2023-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01502
Total number of active participants reported on line 7a of the Form 55002022-01-0189
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01394
Total of all active and inactive participants2022-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-01501
Number of participants with account balances2022-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01511
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01399
Total of all active and inactive participants2021-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-01513
Number of participants with account balances2021-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01538
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01424
Total of all active and inactive participants2020-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01515
Number of participants with account balances2020-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01548
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01444
Total of all active and inactive participants2019-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01539
Number of participants with account balances2019-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01564
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of other retired or separated participants entitled to future benefits2018-01-01442
Total of all active and inactive participants2018-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01549
Number of participants with account balances2018-01-01549
2017: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01583
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of other retired or separated participants entitled to future benefits2017-01-01453
Total of all active and inactive participants2017-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01564
Number of participants with account balances2017-01-01564
2016: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01599
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of other retired or separated participants entitled to future benefits2016-01-01468
Total of all active and inactive participants2016-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01583
Number of participants with account balances2016-01-01583
2015: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01598
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of other retired or separated participants entitled to future benefits2015-01-01475
Total of all active and inactive participants2015-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01599
Number of participants with account balances2015-01-01599
2014: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01596
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of other retired or separated participants entitled to future benefits2014-01-01477
Total of all active and inactive participants2014-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01598
Number of participants with account balances2014-01-01597
2013: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01614
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of other retired or separated participants entitled to future benefits2013-01-01471
Total of all active and inactive participants2013-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01596
Number of participants with account balances2013-01-01590
2012: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01632
Total number of active participants reported on line 7a of the Form 55002012-01-01115
Number of other retired or separated participants entitled to future benefits2012-01-01497
Total of all active and inactive participants2012-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01614
Number of participants with account balances2012-01-01607
2011: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01647
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of other retired or separated participants entitled to future benefits2011-01-01513
Total of all active and inactive participants2011-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01632
Number of participants with account balances2011-01-01625
2010: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01693
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of other retired or separated participants entitled to future benefits2010-01-01514
Total of all active and inactive participants2010-01-01647
Total participants2010-01-01647
Number of participants with account balances2010-01-01639
2009: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01721
Total number of active participants reported on line 7a of the Form 55002009-01-01338
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01351
Total of all active and inactive participants2009-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01689
Number of participants with account balances2009-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$10,060,746
Total of all expenses incurred2023-12-31$4,731,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,647,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,604,084
Value of total assets at end of year2023-12-31$66,458,171
Value of total assets at beginning of year2023-12-31$61,129,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$83,933
Total interest from all sources2023-12-31$824,212
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$690,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$690,223
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$456,186
Participant contributions at end of year2023-12-31$46,191
Participant contributions at beginning of year2023-12-31$29,166
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$146,758
Other income not declared elsewhere2023-12-31$38,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,328,897
Value of net assets at end of year (total assets less liabilities)2023-12-31$66,458,171
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$61,129,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$32,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$47,055,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$40,740,068
Value of interest in pooled separate accounts at end of year2023-12-31$1,605,451
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,483,399
Interest on participant loans2023-12-31$2,813
Interest earned on other investments2023-12-31$821,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$17,750,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$17,876,641
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$578,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,203,431
Net investment gain/loss from pooled separate accounts2023-12-31$-299,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,001,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,069,151
Contract administrator fees2023-12-31$34,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MCDONALD JACOBS, P.C.
Accountancy firm EIN2023-12-31930900579
2022 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,608,214
Total of all expenses incurred2022-12-31$4,320,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,218,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,521,724
Value of total assets at end of year2022-12-31$61,129,274
Value of total assets at beginning of year2022-12-31$72,057,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,127
Total interest from all sources2022-12-31$726,748
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$748,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$748,563
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$394,167
Participant contributions at end of year2022-12-31$29,166
Participant contributions at beginning of year2022-12-31$5,518
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$133,898
Other income not declared elsewhere2022-12-31$54,528
Administrative expenses (other) incurred2022-12-31$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,928,418
Value of net assets at end of year (total assets less liabilities)2022-12-31$61,129,274
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$72,057,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$64,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,740,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,352,246
Value of interest in pooled separate accounts at end of year2022-12-31$2,483,399
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,443,034
Interest on participant loans2022-12-31$411
Interest earned on other investments2022-12-31$726,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,876,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,256,894
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$100,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,852,807
Net investment gain/loss from pooled separate accounts2022-12-31$193,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$993,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,117,772
Contract administrator fees2022-12-31$30,627
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCDONALD JACOBS, P.C.
Accountancy firm EIN2022-12-31930900579
2021 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,381,546
Total of all expenses incurred2021-12-31$5,547,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,547,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,945,683
Value of total assets at end of year2021-12-31$72,057,692
Value of total assets at beginning of year2021-12-31$67,223,557
Total interest from all sources2021-12-31$631,194
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,918,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,918,062
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$489,870
Participant contributions at end of year2021-12-31$5,518
Participant contributions at beginning of year2021-12-31$3,409
Participant contributions at beginning of year2021-12-31$35,072
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$414,995
Other income not declared elsewhere2021-12-31$45,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,834,135
Value of net assets at end of year (total assets less liabilities)2021-12-31$72,057,692
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,223,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,352,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,985,500
Value of interest in pooled separate accounts at end of year2021-12-31$2,443,034
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,089,428
Interest on participant loans2021-12-31$239
Interest earned on other investments2021-12-31$630,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,256,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,033,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,471,514
Net investment gain/loss from pooled separate accounts2021-12-31$369,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,040,818
Employer contributions (assets) at beginning of year2021-12-31$76,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,547,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCDONALD JACOBS, P.C.
Accountancy firm EIN2021-12-31930900579
2020 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,563,149
Total of all expenses incurred2020-12-31$4,014,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,014,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,447,977
Value of total assets at end of year2020-12-31$67,223,557
Value of total assets at beginning of year2020-12-31$62,674,808
Total interest from all sources2020-12-31$721,929
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$947,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$947,960
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$413,456
Participant contributions at end of year2020-12-31$3,409
Participant contributions at end of year2020-12-31$35,072
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$107,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,548,749
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,223,557
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,674,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,985,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,420,737
Value of interest in pooled separate accounts at end of year2020-12-31$2,089,428
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,135,892
Interest on participant loans2020-12-31$12
Interest earned on other investments2020-12-31$721,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,033,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,118,179
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$825,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,463,181
Net investment gain/loss from pooled separate accounts2020-12-31$-17,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$927,139
Employer contributions (assets) at end of year2020-12-31$76,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,188,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCDONALD JACOBS, P.C.
Accountancy firm EIN2020-12-31930900579
2019 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$11,260,848
Total of all expenses incurred2019-12-31$6,567,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,567,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,231,184
Value of total assets at end of year2019-12-31$62,674,808
Value of total assets at beginning of year2019-12-31$57,981,700
Total interest from all sources2019-12-31$785,492
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$850,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$850,330
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$527,508
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$598,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,693,108
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,674,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,981,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,420,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,888,914
Value of interest in pooled separate accounts at end of year2019-12-31$2,135,892
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,382,329
Interest earned on other investments2019-12-31$785,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,118,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,710,457
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,395,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,271,206
Net investment gain/loss from pooled separate accounts2019-12-31$122,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,104,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,171,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCDONALD JACOBS, P.C.
Accountancy firm EIN2019-12-31930900579
2018 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$270,821
Total of all expenses incurred2018-12-31$5,944,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,944,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,167,965
Value of total assets at end of year2018-12-31$57,981,700
Value of total assets at beginning of year2018-12-31$63,655,722
Total interest from all sources2018-12-31$841,195
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$970,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$970,288
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$566,985
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$451,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,674,022
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,981,700
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,655,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,888,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,425,815
Value of interest in pooled separate accounts at end of year2018-12-31$2,382,329
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,334,615
Interest earned on other investments2018-12-31$841,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,710,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,895,292
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$550,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,820,556
Net investment gain/loss from pooled separate accounts2018-12-31$111,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,149,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,394,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCDONALD JACOBS, P.C.
Accountancy firm EIN2018-12-31930900579
2017 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$9,792,504
Total of all expenses incurred2017-12-31$4,078,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,078,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,275,450
Value of total assets at end of year2017-12-31$63,655,722
Value of total assets at beginning of year2017-12-31$57,941,763
Total interest from all sources2017-12-31$848,282
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$755,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$755,581
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$596,882
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$484,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,713,959
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,655,722
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$57,941,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,425,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,489,490
Value of interest in pooled separate accounts at end of year2017-12-31$2,334,615
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,199,123
Interest earned on other investments2017-12-31$848,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,895,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,253,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,814,932
Net investment gain/loss from pooled separate accounts2017-12-31$98,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,193,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,078,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2017-12-31930743240
2016 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$5,579,754
Total of all expenses incurred2016-12-31$6,029,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,029,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,968,160
Value of total assets at end of year2016-12-31$57,941,763
Value of total assets at beginning of year2016-12-31$58,391,333
Total interest from all sources2016-12-31$917,529
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$526,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$526,773
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$606,149
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,078
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-449,570
Value of net assets at end of year (total assets less liabilities)2016-12-31$57,941,763
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$58,391,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,489,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,849,408
Value of interest in pooled separate accounts at end of year2016-12-31$2,199,123
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,180,462
Interest earned on other investments2016-12-31$917,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,253,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,360,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,054,974
Net investment gain/loss from pooled separate accounts2016-12-31$112,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,260,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,029,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2016-12-31930743240
2015 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,553,192
Total of all expenses incurred2015-12-31$3,111,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,111,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,673,855
Value of total assets at end of year2015-12-31$58,391,333
Value of total assets at beginning of year2015-12-31$57,949,636
Total interest from all sources2015-12-31$888,454
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$638,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$638,198
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$612,760
Participant contributions at end of year2015-12-31$1,078
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$699,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$441,697
Value of net assets at end of year (total assets less liabilities)2015-12-31$58,391,333
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,949,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,849,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,954,559
Value of interest in pooled separate accounts at end of year2015-12-31$2,180,462
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,768,535
Interest earned on other investments2015-12-31$888,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,360,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$21,226,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-799,316
Net investment gain/loss from pooled separate accounts2015-12-31$152,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,361,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,111,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2015-12-31930743240
2014 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,163,441
Total of all expenses incurred2014-12-31$5,564,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,564,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,907,266
Value of total assets at end of year2014-12-31$57,949,636
Value of total assets at beginning of year2014-12-31$58,350,292
Total interest from all sources2014-12-31$906,474
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$496,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$496,487
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$556,504
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$206,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-400,656
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,949,636
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,350,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,954,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,389,081
Value of interest in pooled separate accounts at end of year2014-12-31$1,768,535
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,524,295
Interest earned on other investments2014-12-31$689,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$217,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$21,226,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,436,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,668,177
Net investment gain/loss from pooled separate accounts2014-12-31$185,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,144,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,564,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2014-12-31930743240
2013 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,587,488
Total of all expenses incurred2013-12-31$6,314,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,314,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,932,932
Value of total assets at end of year2013-12-31$58,350,292
Value of total assets at beginning of year2013-12-31$55,077,636
Total interest from all sources2013-12-31$938,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$417,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$417,635
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$589,911
Participant contributions at beginning of year2013-12-31$46,656
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$229,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,272,656
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,350,292
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,077,636
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,389,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,360,975
Value of interest in pooled separate accounts at end of year2013-12-31$1,524,295
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,571,186
Interest earned on other investments2013-12-31$727,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$211,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,436,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$23,012,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,156,003
Net investment gain/loss from pooled separate accounts2013-12-31$142,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,113,578
Employer contributions (assets) at beginning of year2013-12-31$85,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,314,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2013-12-31930743240
2012 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,726,670
Total of all expenses incurred2012-12-31$4,899,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,899,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,717,270
Value of total assets at end of year2012-12-31$55,077,636
Value of total assets at beginning of year2012-12-31$53,250,690
Total interest from all sources2012-12-31$935,221
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$220,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$220,868
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$592,785
Participant contributions at end of year2012-12-31$46,656
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,826,946
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,077,636
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$53,250,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,360,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,127,796
Value of interest in pooled separate accounts at end of year2012-12-31$1,571,186
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,443,946
Interest earned on other investments2012-12-31$744,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$190,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$23,012,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$23,678,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,708,917
Net investment gain/loss from pooled separate accounts2012-12-31$144,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,043,334
Employer contributions (assets) at end of year2012-12-31$85,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,899,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2012-12-31930743240
2011 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,197,851
Total of all expenses incurred2011-12-31$3,153,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,153,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,679,108
Value of total assets at end of year2011-12-31$53,250,690
Value of total assets at beginning of year2011-12-31$54,206,631
Total interest from all sources2011-12-31$946,122
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$165,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$165,539
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$608,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-955,941
Value of net assets at end of year (total assets less liabilities)2011-12-31$53,250,690
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$54,206,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,127,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,034,217
Value of interest in pooled separate accounts at end of year2011-12-31$1,443,946
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,318,280
Interest earned on other investments2011-12-31$750,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$195,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$23,678,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,854,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-763,535
Net investment gain/loss from pooled separate accounts2011-12-31$170,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,070,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,153,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2011-12-31930743240
2010 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,374,948
Total of all expenses incurred2010-12-31$5,930,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,930,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,772,023
Value of total assets at end of year2010-12-31$54,206,631
Value of total assets at beginning of year2010-12-31$53,761,887
Total interest from all sources2010-12-31$896,366
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$86,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$86,907
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$610,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$444,744
Value of net assets at end of year (total assets less liabilities)2010-12-31$54,206,631
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,761,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,034,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,427,644
Value of interest in pooled separate accounts at end of year2010-12-31$1,318,280
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,290,223
Interest earned on other investments2010-12-31$733,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$162,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,854,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$24,044,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,467,876
Net investment gain/loss from pooled separate accounts2010-12-31$151,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,161,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,930,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2010-12-31930743240
2009 : EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN

2023: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered378
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered391
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered409
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered428
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered452
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered472
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered493
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614
Policy instance 1
Insurance contract or identification number104614
Number of Individuals Covered530
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614 & 104615
Policy instance 1
Insurance contract or identification number104614 & 104615
Number of Individuals Covered541
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614 & 104615
Policy instance 1
Insurance contract or identification number104614 & 104615
Number of Individuals Covered548
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614 & 104615
Policy instance 1
Insurance contract or identification number104614 & 104615
Number of Individuals Covered611
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614 & 104615
Policy instance 1
Insurance contract or identification number104614 & 104615
Number of Individuals Covered625
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104614 & 104615
Policy instance 1
Insurance contract or identification number104614 & 104615
Number of Individuals Covered639
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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