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NORTHWEST EVALUATION ASSOCIATION DC PLAN 401k Plan overview

Plan NameNORTHWEST EVALUATION ASSOCIATION DC PLAN
Plan identification number 001

NORTHWEST EVALUATION ASSOCIATION DC 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:NWEA
Employer identification number (EIN):930686108
NAIC Classification:611000

Additional information about NWEA

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1977-04-22
Company Identification Number: 12085213
Legal Registered Office Address: 1127 BROADWAY ST NE STE 310

SALEM
United States of America (USA)
97301

More information about NWEA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST EVALUATION ASSOCIATION DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMIE UPCHURCH GERI COHEN2018-10-01
0012017-01-01JAMIE UPCHURCH GERI COHEN2018-10-01
0012016-01-01JAMIE UPCHURCH JEFF STRICKLER2017-10-03
0012015-01-01JAMIE UPCHURCH JEFF STRICKLER2016-10-14
0012014-01-01JAMIE UPCHURCH JEFF STRICKLER2015-09-30
0012013-01-01JAMIE UPCHURCH JEFF STRICKLER2014-09-11
0012012-01-01PETE SHIPP JEFF STRICKLER2013-09-20
0012011-01-01PETE SHIPP JEFF STRICKLER2012-10-02
0012009-01-01JEFF STRICKLER

Plan Statistics for NORTHWEST EVALUATION ASSOCIATION DC PLAN

401k plan membership statisitcs for NORTHWEST EVALUATION ASSOCIATION DC PLAN

Measure Date Value
2022: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,152
Total number of active participants reported on line 7a of the Form 55002022-01-011,117
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01396
Total of all active and inactive participants2022-01-011,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,518
Number of participants with account balances2022-01-011,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,073
Total number of active participants reported on line 7a of the Form 55002021-01-01782
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01368
Total of all active and inactive participants2021-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,152
Number of participants with account balances2021-01-011,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,118
Total number of active participants reported on line 7a of the Form 55002020-01-01732
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01338
Total of all active and inactive participants2020-01-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,072
Number of participants with account balances2020-01-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,018
Total number of active participants reported on line 7a of the Form 55002019-01-01748
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01362
Total of all active and inactive participants2019-01-011,112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,112
Number of participants with account balances2019-01-011,065
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0130
2018: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01940
Total number of active participants reported on line 7a of the Form 55002018-01-01689
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01323
Total of all active and inactive participants2018-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,012
Number of participants with account balances2018-01-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01945
Total number of active participants reported on line 7a of the Form 55002017-01-01680
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01253
Total of all active and inactive participants2017-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01933
Number of participants with account balances2017-01-01933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01834
Total number of active participants reported on line 7a of the Form 55002016-01-01688
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01257
Total of all active and inactive participants2016-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01945
Number of participants with account balances2016-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01806
Total number of active participants reported on line 7a of the Form 55002015-01-01621
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01210
Total of all active and inactive participants2015-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01832
Number of participants with account balances2015-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01735
Total number of active participants reported on line 7a of the Form 55002014-01-01605
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01200
Total of all active and inactive participants2014-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01806
Number of participants with account balances2014-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01655
Total number of active participants reported on line 7a of the Form 55002013-01-01564
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01170
Total of all active and inactive participants2013-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01735
Number of participants with account balances2013-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01570
Total number of active participants reported on line 7a of the Form 55002012-01-01513
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01142
Total of all active and inactive participants2012-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01656
Number of participants with account balances2012-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01512
Total number of active participants reported on line 7a of the Form 55002011-01-01460
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01571
Number of participants with account balances2011-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01350
Total number of active participants reported on line 7a of the Form 55002009-01-01362
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01425
Total participants2009-01-01425
Number of participants with account balances2009-01-01408

Financial Data on NORTHWEST EVALUATION ASSOCIATION DC PLAN

Measure Date Value
2022 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$2,464,683
Total of all expenses incurred2022-12-31$9,401,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,243,613
Expenses. Certain deemed distributions of participant loans2022-12-31$28,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$30,240,618
Value of total assets at end of year2022-12-31$156,717,228
Value of total assets at beginning of year2022-12-31$163,653,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,029
Total interest from all sources2022-12-31$285,360
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,622,720
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$2,622,720
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,236,957
Participant contributions at end of year2022-12-31$1,369,666
Participant contributions at beginning of year2022-12-31$1,308,072
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,042,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,104
Administrative expenses (other) incurred2022-12-31$125,080
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$1,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,936,710
Value of net assets at end of year (total assets less liabilities)2022-12-31$156,717,228
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$163,653,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$144,160,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$155,701,880
Value of interest in pooled separate accounts at end of year2022-12-31$1,166,949
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,159,633
Interest on participant loans2022-12-31$63,628
Interest earned on other investments2022-12-31$221,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$190,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,635,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,481,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,789,843
Net investment gain/loss from pooled separate accounts2022-12-31$105,828
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$15,961,169
Employer contributions (assets) at end of year2022-12-31$4,192,406
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,243,613
Contract administrator fees2022-12-31$3,949
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 name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
2021 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$34,012,506
Total of all expenses incurred2021-12-31$19,896,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,714,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,382,887
Value of total assets at end of year2021-12-31$163,653,938
Value of total assets at beginning of year2021-12-31$149,538,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$182,523
Total interest from all sources2021-12-31$253,597
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,202,418
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$2,202,418
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,397,905
Participant contributions at end of year2021-12-31$1,308,072
Participant contributions at beginning of year2021-12-31$1,408,318
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$508,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,327
Administrative expenses (other) incurred2021-12-31$178,772
Total non interest bearing cash at end of year2021-12-31$1,058
Total non interest bearing cash at beginning of year2021-12-31$0
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$14,115,602
Value of net assets at end of year (total assets less liabilities)2021-12-31$163,653,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$149,538,336
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$155,701,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$141,366,099
Value of interest in pooled separate accounts at end of year2021-12-31$1,159,633
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,012,745
Interest on participant loans2021-12-31$64,980
Interest earned on other investments2021-12-31$188,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,481,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,748,735
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$127,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,996,451
Net investment gain/loss from pooled separate accounts2021-12-31$177,153
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$7,476,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,586,651
Contract administrator fees2021-12-31$3,751
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 name2021-12-31CLARK NUBER P.S.
Accountancy firm EIN2021-12-31911194016
2020 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$34,223,661
Total of all expenses incurred2020-12-31$9,379,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,258,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,894,101
Value of total assets at end of year2020-12-31$149,538,336
Value of total assets at beginning of year2020-12-31$124,693,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,589
Total interest from all sources2020-12-31$284,444
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,000,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,000,705
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,029,102
Participant contributions at end of year2020-12-31$1,408,318
Participant contributions at beginning of year2020-12-31$1,136,380
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$493,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,272
Administrative expenses (other) incurred2020-12-31$120,589
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$24,844,559
Value of net assets at end of year (total assets less liabilities)2020-12-31$149,538,336
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$124,693,777
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$141,366,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$117,074,547
Value of interest in pooled separate accounts at end of year2020-12-31$1,012,745
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,082,055
Interest on participant loans2020-12-31$71,060
Interest earned on other investments2020-12-31$213,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,112
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,748,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,375,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,053,270
Net investment gain/loss from pooled separate accounts2020-12-31$-8,859
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$9,371,106
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$23,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,258,513
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 name2020-12-31CLARK NUBER P.S.
Accountancy firm EIN2020-12-31911194016
2019 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$36,012,719
Total of all expenses incurred2019-12-31$6,318,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,186,928
Value of total corrective distributions2019-12-31$10,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,487,333
Value of total assets at end of year2019-12-31$124,693,777
Value of total assets at beginning of year2019-12-31$94,999,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$120,688
Total interest from all sources2019-12-31$252,395
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,125,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,125,955
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,527,811
Participant contributions at end of year2019-12-31$1,136,380
Participant contributions at beginning of year2019-12-31$207,213
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$674,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$230
Administrative expenses (other) incurred2019-12-31$118,717
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$29,694,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,693,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$94,999,562
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$117,074,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$88,025,192
Value of interest in pooled separate accounts at end of year2019-12-31$1,082,055
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,122,585
Interest on participant loans2019-12-31$42,691
Interest earned on other investments2019-12-31$209,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,375,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,643,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,087,809
Net investment gain/loss from pooled separate accounts2019-12-31$59,227
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$10,285,350
Employer contributions (assets) at end of year2019-12-31$23,206
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,186,928
Contract administrator fees2019-12-31$1,971
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 name2019-12-31CLARK NUBER P.S.
Accountancy firm EIN2019-12-31911194016
2018 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$9,159,930
Total of all expenses incurred2018-12-31$6,107,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,004,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,378,077
Value of total assets at end of year2018-12-31$94,999,562
Value of total assets at beginning of year2018-12-31$91,947,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$103,382
Total interest from all sources2018-12-31$238,570
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,666,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,666,991
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,137,085
Participant contributions at end of year2018-12-31$207,213
Participant contributions at beginning of year2018-12-31$252,403
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$816,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$620
Administrative expenses (other) incurred2018-12-31$101,247
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$3,052,533
Value of net assets at end of year (total assets less liabilities)2018-12-31$94,999,562
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$91,947,029
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$88,025,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$84,660,020
Value of interest in pooled separate accounts at end of year2018-12-31$1,122,585
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,170,232
Interest on participant loans2018-12-31$11,043
Interest earned on other investments2018-12-31$227,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,643,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,862,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,178,071
Net investment gain/loss from pooled separate accounts2018-12-31$54,363
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$9,424,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,004,015
Contract administrator fees2018-12-31$2,135
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 name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$26,853,756
Total of all expenses incurred2017-12-31$3,746,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,665,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,797,944
Value of total assets at end of year2017-12-31$91,947,029
Value of total assets at beginning of year2017-12-31$68,839,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,867
Total interest from all sources2017-12-31$243,482
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,209,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,209,252
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,530,001
Participant contributions at end of year2017-12-31$252,403
Participant contributions at beginning of year2017-12-31$151,261
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,402,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$201
Administrative expenses (other) incurred2017-12-31$80,867
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$23,107,398
Value of net assets at end of year (total assets less liabilities)2017-12-31$91,947,029
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$68,839,631
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$84,660,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$61,207,667
Value of interest in pooled separate accounts at end of year2017-12-31$1,170,232
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,241,957
Interest on participant loans2017-12-31$243,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,862,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,238,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,551,544
Net investment gain/loss from pooled separate accounts2017-12-31$51,534
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$8,865,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,665,491
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 name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$15,277,702
Total of all expenses incurred2016-12-31$3,582,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,523,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,001,179
Value of total assets at end of year2016-12-31$68,839,631
Value of total assets at beginning of year2016-12-31$57,144,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,191
Total interest from all sources2016-12-31$269,558
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$842,774
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$842,774
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,796,091
Participant contributions at end of year2016-12-31$151,261
Participant contributions at beginning of year2016-12-31$94,830
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$518,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9
Administrative expenses (other) incurred2016-12-31$59,191
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$11,695,271
Value of net assets at end of year (total assets less liabilities)2016-12-31$68,839,631
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$57,144,360
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$61,207,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,116,543
Value of interest in pooled separate accounts at end of year2016-12-31$1,241,957
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,388,048
Interest on participant loans2016-12-31$269,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,238,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,544,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,097,601
Net investment gain/loss from pooled separate accounts2016-12-31$66,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,686,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,523,240
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 name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total income from all sources (including contributions)2015-12-31$15,566,703
Total of all expenses incurred2015-12-31$3,796,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,795,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,280,778
Value of total assets at end of year2015-12-31$57,144,360
Value of total assets at beginning of year2015-12-31$45,374,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,203
Total interest from all sources2015-12-31$256,341
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$595,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,424,357
Participant contributions at end of year2015-12-31$94,830
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,363,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9
Administrative expenses (other) incurred2015-12-31$1,203
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$11,769,755
Value of net assets at end of year (total assets less liabilities)2015-12-31$57,144,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,374,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,116,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,007,033
Value of interest in pooled separate accounts at end of year2015-12-31$1,388,048
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,580,322
Interest on participant loans2015-12-31$1,352
Interest earned on other investments2015-12-31$254,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,339
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,544,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,767,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-679,950
Net investment gain/loss from pooled separate accounts2015-12-31$114,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,493,333
Income. Dividends from common stock2015-12-31$595,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,795,745
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 name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016
2014 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,258,538
Total of all expenses incurred2014-12-31$2,487,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,470,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,129,063
Value of total assets at end of year2014-12-31$45,374,605
Value of total assets at beginning of year2014-12-31$40,603,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,874
Total interest from all sources2014-12-31$271,055
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$317,745
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$317,745
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$16,874
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,771,065
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,374,605
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,603,540
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$37,007,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,338,099
Value of interest in pooled separate accounts at end of year2014-12-31$1,580,322
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,448,024
Interest earned on other investments2014-12-31$271,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,767,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,817,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,332,613
Net investment gain/loss from pooled separate accounts2014-12-31$208,062
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$5,129,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,470,599
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$11,544,532
Total of all expenses incurred2013-12-31$1,214,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,213,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,045,689
Value of total assets at end of year2013-12-31$40,603,540
Value of total assets at beginning of year2013-12-31$30,273,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$693
Total interest from all sources2013-12-31$248,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Administrative expenses (other) incurred2013-12-31$693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,330,035
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,603,540
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,273,505
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$31,338,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,240,489
Value of interest in pooled separate accounts at end of year2013-12-31$2,448,024
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,021,887
Interest earned on other investments2013-12-31$248,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,817,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,011,129
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$117,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,049,093
Net investment gain/loss from pooled separate accounts2013-12-31$201,084
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$6,045,689
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,095,997
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,894,703
Total of all expenses incurred2012-12-31$941,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$938,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,247,059
Value of total assets at end of year2012-12-31$30,273,505
Value of total assets at beginning of year2012-12-31$23,320,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,014
Total interest from all sources2012-12-31$223,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Administrative expenses (other) incurred2012-12-31$3,014
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$6,953,363
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,273,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,320,142
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$22,240,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,196,153
Value of interest in pooled separate accounts at end of year2012-12-31$2,021,887
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,630,970
Interest earned on other investments2012-12-31$223,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,011,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,172,816
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$217,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,248,160
Net investment gain/loss from pooled separate accounts2012-12-31$176,184
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$5,247,059
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$1,320,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$720,789
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$4,995,424
Total of all expenses incurred2011-12-31$814,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$811,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,879,325
Value of total assets at end of year2011-12-31$23,320,142
Value of total assets at beginning of year2011-12-31$19,139,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,102
Total interest from all sources2011-12-31$195,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Administrative expenses (other) incurred2011-12-31$3,102
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$4,180,746
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,320,142
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,139,396
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$15,196,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,353,053
Value of interest in pooled separate accounts at end of year2011-12-31$1,630,970
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,222,355
Interest earned on other investments2011-12-31$195,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,172,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,563,988
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$163,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-198,967
Net investment gain/loss from pooled separate accounts2011-12-31$119,394
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$4,879,325
Employer contributions (assets) at end of year2011-12-31$1,320,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$648,541
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : NORTHWEST EVALUATION ASSOCIATION DC PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,527,693
Total of all expenses incurred2010-12-31$490,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$488,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,987,571
Value of total assets at end of year2010-12-31$19,139,396
Value of total assets at beginning of year2010-12-31$14,101,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,545
Total interest from all sources2010-12-31$159,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$645
Administrative expenses (other) incurred2010-12-31$1,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,037,637
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,139,396
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,101,759
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$13,353,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,923,100
Value of interest in pooled separate accounts at end of year2010-12-31$1,222,355
Value of interest in pooled separate accounts at beginning of year2010-12-31$829,358
Interest earned on other investments2010-12-31$159,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,563,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,488,461
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$31,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,247,108
Net investment gain/loss from pooled separate accounts2010-12-31$133,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,986,926
Employer contributions (assets) at beginning of year2010-12-31$860,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$457,311
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for NORTHWEST EVALUATION ASSOCIATION DC PLAN

2022: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWEST EVALUATION ASSOCIATION DC 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: NORTHWEST EVALUATION ASSOCIATION DC 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: NORTHWEST EVALUATION ASSOCIATION DC 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: NORTHWEST EVALUATION ASSOCIATION DC 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
2009: NORTHWEST EVALUATION ASSOCIATION DC PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 number316162
Policy instance 1
Insurance contract or identification number316162
Number of Individuals Covered341
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number316162
Policy instance 1
Insurance contract or identification number316162
Number of Individuals Covered351
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number316162
Policy instance 1
Insurance contract or identification number316162
Number of Individuals Covered365
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number316162
Policy instance 1
Insurance contract or identification number316162
Number of Individuals Covered347
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number316162
Policy instance 1
Insurance contract or identification number316162
Number of Individuals Covered404
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number316162
Policy instance 1
Insurance contract or identification number316162
Number of Individuals Covered414
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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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