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UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameUMPQUA BANK 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

UMPQUA BANK 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UMPQUA HOLDINGS CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UMPQUA HOLDINGS CORPORATION
Employer identification number (EIN):931261319
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about UMPQUA HOLDINGS CORPORATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1998-11-09
Company Identification Number: 66050486
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about UMPQUA HOLDINGS CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UMPQUA BANK 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01AARON WOODELL
0012017-01-01AARON WOODELL
0012017-01-01AARON WOODELL
0012016-01-01JENNIFER HOLLENBECK
0012015-01-01JENNIFER HOLLENBECK
0012014-01-01JENNIFER HOLLENBECK
0012013-01-01JENNIFER HOLLENBECK
0012012-01-01NEAL MCLAUGHLIN
0012011-01-01JENNIFER HOLLENBECK
0012010-01-01NEAL MCLAUGHLIN
0012009-01-01NEAL MCLAUGHLIN
0012009-01-01NEAL MCLAUGHLIN

Plan Statistics for UMPQUA BANK 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for UMPQUA BANK 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2021: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,478
Total number of active participants reported on line 7a of the Form 55002021-01-013,679
Number of retired or separated participants receiving benefits2021-01-0134
Number of other retired or separated participants entitled to future benefits2021-01-011,754
Total of all active and inactive participants2021-01-015,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-015,477
Number of participants with account balances2021-01-015,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01577
2020: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,715
Total number of active participants reported on line 7a of the Form 55002020-01-013,775
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-011,679
Total of all active and inactive participants2020-01-015,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-015,478
Number of participants with account balances2020-01-015,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01444
2019: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,705
Total number of active participants reported on line 7a of the Form 55002019-01-013,959
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-011,707
Total of all active and inactive participants2019-01-015,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-015,715
Number of participants with account balances2019-01-015,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01525
2018: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,837
Total number of active participants reported on line 7a of the Form 55002018-01-013,905
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-011,758
Total of all active and inactive participants2018-01-015,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-015,705
Number of participants with account balances2018-01-015,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01670
2017: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,985
Total number of active participants reported on line 7a of the Form 55002017-01-014,274
Number of retired or separated participants receiving benefits2017-01-0133
Number of other retired or separated participants entitled to future benefits2017-01-011,519
Total of all active and inactive participants2017-01-015,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-015,837
Number of participants with account balances2017-01-015,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01389
2016: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,078
Total number of active participants reported on line 7a of the Form 55002016-01-014,435
Number of retired or separated participants receiving benefits2016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-011,505
Total of all active and inactive participants2016-01-015,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-015,985
Number of participants with account balances2016-01-015,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01474
2015: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,204
Total number of active participants reported on line 7a of the Form 55002015-01-014,669
Number of retired or separated participants receiving benefits2015-01-0126
Number of other retired or separated participants entitled to future benefits2015-01-011,368
Total of all active and inactive participants2015-01-016,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-016,078
Number of participants with account balances2015-01-015,666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01420
2014: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,024
Total number of active participants reported on line 7a of the Form 55002014-01-014,826
Number of retired or separated participants receiving benefits2014-01-0116
Number of other retired or separated participants entitled to future benefits2014-01-011,347
Total of all active and inactive participants2014-01-016,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0115
Total participants2014-01-016,204
Number of participants with account balances2014-01-015,748
2013: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,004
Total number of active participants reported on line 7a of the Form 55002013-01-012,484
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01528
Total of all active and inactive participants2013-01-013,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-013,024
Number of participants with account balances2013-01-012,824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01263
2012: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,891
Total number of active participants reported on line 7a of the Form 55002012-01-012,482
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01505
Total of all active and inactive participants2012-01-013,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-013,004
Number of participants with account balances2012-01-012,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01134
2011: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0124
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Total of all active and inactive participants2011-01-0124
Total participants2011-01-0124
Number of participants with account balances2011-01-0128
2010: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,407
Total number of active participants reported on line 7a of the Form 55002010-01-012,240
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01479
Total of all active and inactive participants2010-01-012,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-012,721
Number of participants with account balances2010-01-012,658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01218
2009: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,349
Total number of active participants reported on line 7a of the Form 55002009-01-011,872
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01467
Total of all active and inactive participants2009-01-012,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,339
Number of participants with account balances2009-01-012,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01153

Financial Data on UMPQUA BANK 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2021 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,069,243
Total unrealized appreciation/depreciation of assets2021-12-31$2,069,243
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$107,861,986
Total loss/gain on sale of assets2021-12-31$780,904
Total of all expenses incurred2021-12-31$51,784,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$51,234,595
Expenses. Certain deemed distributions of participant loans2021-12-31$5,538
Value of total corrective distributions2021-12-31$62,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,843,293
Value of total assets at end of year2021-12-31$468,662,666
Value of total assets at beginning of year2021-12-31$412,584,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$482,094
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$410,567
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,072,690
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$8,562,667
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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$30,617,545
Participant contributions at end of year2021-12-31$7,447,895
Participant contributions at beginning of year2021-12-31$7,948,051
Participant contributions at end of year2021-12-31$588
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$148
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,075
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,431,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$482,094
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$8,274
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$56,077,729
Value of net assets at end of year (total assets less liabilities)2021-12-31$468,662,666
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$412,584,937
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$160,533,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$136,649,472
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$408,647
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$348
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$276,823,122
Value of interest in common/collective trusts at beginning of year2021-12-31$244,436,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,086,703
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,216,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,216,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,572
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,281,494
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$30,403,795
Net gain/loss from 103.12 investment entities2021-12-31$0
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 plan2021-12-31Yes
Assets. Invements in employer securities at end of year2021-12-31$10,679,122
Assets. Invements in employer securities at beginning of year2021-12-31$9,216,112
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$10,793,755
Employer contributions (assets) at end of year2021-12-31$910,864
Employer contributions (assets) at beginning of year2021-12-31$826,370
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$510,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$51,234,595
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$5,687
Contract administrator fees2021-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,181,113
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,277,162
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$6,778,567
Aggregate carrying amount (costs) on sale of assets2021-12-31$5,997,663
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-304,461
Total unrealized appreciation/depreciation of assets2020-12-31$-304,461
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$90,920,280
Total loss/gain on sale of assets2020-12-31$-550,684
Total of all expenses incurred2020-12-31$43,548,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$43,412,284
Expenses. Certain deemed distributions of participant loans2020-12-31$5,332
Value of total corrective distributions2020-12-31$995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$41,435,696
Value of total assets at end of year2020-12-31$412,584,937
Value of total assets at beginning of year2020-12-31$365,213,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,970
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$478,052
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,950,334
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$5,417,799
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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$28,566,596
Participant contributions at end of year2020-12-31$7,948,051
Participant contributions at beginning of year2020-12-31$8,756,205
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$13,825
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,075
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,451,673
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$129,970
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$8,274
Total non interest bearing cash at beginning of year2020-12-31$55,181
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$47,371,699
Value of net assets at end of year (total assets less liabilities)2020-12-31$412,584,937
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$365,213,238
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$136,649,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$332,024,283
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$446,833
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$174
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$244,436,614
Value of interest in common/collective trusts at beginning of year2020-12-31$6,085,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,216,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,910,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,910,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$31,045
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,124,792
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$35,786,551
Net gain/loss from 103.12 investment entities2020-12-31$0
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 plan2020-12-31Yes
Assets. Invements in employer securities at end of year2020-12-31$9,216,112
Assets. Invements in employer securities at beginning of year2020-12-31$11,012,393
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$10,417,427
Employer contributions (assets) at end of year2020-12-31$826,370
Employer contributions (assets) at beginning of year2020-12-31$765,480
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$532,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$43,412,284
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$5,687
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,277,162
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$589,548
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$4,601,810
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,152,494
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,003,331
Total unrealized appreciation/depreciation of assets2019-12-31$1,003,331
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$105,697,601
Total loss/gain on sale of assets2019-12-31$111,402
Total of all expenses incurred2019-12-31$55,624,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$55,375,159
Expenses. Certain deemed distributions of participant loans2019-12-31$714
Value of total corrective distributions2019-12-31$34,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,246,531
Value of total assets at end of year2019-12-31$365,213,238
Value of total assets at beginning of year2019-12-31$315,140,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$214,116
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$624,965
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,672,975
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$29,142,483
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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$26,031,373
Participant contributions at end of year2019-12-31$8,756,205
Participant contributions at beginning of year2019-12-31$9,100,265
Participant contributions at end of year2019-12-31$13,825
Participant contributions at beginning of year2019-12-31$684,370
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,868,260
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,890,378
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,195
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,205,484
Administrative expenses (other) incurred2019-12-31$214,116
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$55,181
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$50,073,035
Value of net assets at end of year (total assets less liabilities)2019-12-31$365,213,238
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$315,140,203
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$332,024,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$274,337,170
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$511,404
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$6,085,960
Value of interest in common/collective trusts at beginning of year2019-12-31$6,687,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,910,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,046,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,046,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$113,561
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$32,691,212
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$141,701
Net gain/loss from 103.12 investment entities2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$11,012,393
Assets. Invements in employer securities at beginning of year2019-12-31$9,902,879
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$9,324,780
Employer contributions (assets) at end of year2019-12-31$765,480
Employer contributions (assets) at beginning of year2019-12-31$3,505,354
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$530,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$55,375,159
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$589,548
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$2,411,972
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,300,570
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,077,376
Total unrealized appreciation/depreciation of assets2018-12-31$-3,077,376
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,057,248
Total loss/gain on sale of assets2018-12-31$90,130
Total of all expenses incurred2018-12-31$39,012,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,850,101
Expenses. Certain deemed distributions of participant loans2018-12-31$-2,634
Value of total corrective distributions2018-12-31$4,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$38,767,860
Value of total assets at end of year2018-12-31$315,140,203
Value of total assets at beginning of year2018-12-31$339,095,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$160,212
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$465,442
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,348,902
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$14,856,493
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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$24,496,244
Participant contributions at end of year2018-12-31$9,100,265
Participant contributions at beginning of year2018-12-31$8,256,977
Participant contributions at end of year2018-12-31$684,370
Participant contributions at beginning of year2018-12-31$5,226
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,868,260
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,198,664
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,805,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-330,404
Administrative expenses (other) incurred2018-12-31$160,212
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-23,954,959
Value of net assets at end of year (total assets less liabilities)2018-12-31$315,140,203
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$339,095,162
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$274,337,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$298,038,488
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$397,435
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$6,687,691
Value of interest in common/collective trusts at beginning of year2018-12-31$6,190,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,046,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,399,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,399,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$68,007
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-36,330,451
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$123,145
Net gain/loss from 103.12 investment entities2018-12-31$0
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 plan2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$9,902,879
Assets. Invements in employer securities at beginning of year2018-12-31$12,951,059
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$10,465,807
Employer contributions (assets) at end of year2018-12-31$3,505,354
Employer contributions (assets) at beginning of year2018-12-31$5,054,876
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$492,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,850,101
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$2,016,640
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,926,510
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,268,147
Total unrealized appreciation/depreciation of assets2017-12-31$1,268,147
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$86,510,984
Total loss/gain on sale of assets2017-12-31$-3,425
Total of all expenses incurred2017-12-31$28,230,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,929,309
Expenses. Certain deemed distributions of participant loans2017-12-31$9,629
Value of total corrective distributions2017-12-31$5,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$38,151,419
Value of total assets at end of year2017-12-31$339,095,162
Value of total assets at beginning of year2017-12-31$280,814,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$285,926
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$369,952
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,137,120
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$11,706,703
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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$24,162,149
Participant contributions at end of year2017-12-31$8,256,977
Participant contributions at beginning of year2017-12-31$7,936,392
Participant contributions at end of year2017-12-31$5,226
Participant contributions at beginning of year2017-12-31$2,801
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,198,664
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,018,070
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,350,646
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,180,594
Administrative expenses (other) incurred2017-12-31$285,926
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$58,280,934
Value of net assets at end of year (total assets less liabilities)2017-12-31$339,095,162
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$280,814,228
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$298,038,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$245,272,566
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$345,437
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$6,190,221
Value of interest in common/collective trusts at beginning of year2017-12-31$7,771,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,399,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,094,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,094,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$24,515
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$33,291,409
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$115,768
Net gain/loss from 103.12 investment entities2017-12-31$0
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 plan2017-12-31Yes
Assets. Invements in employer securities at end of year2017-12-31$12,951,059
Assets. Invements in employer securities at beginning of year2017-12-31$12,512,296
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$10,638,624
Employer contributions (assets) at end of year2017-12-31$5,054,876
Employer contributions (assets) at beginning of year2017-12-31$1,206,352
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$430,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,929,309
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$2,237,696
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,241,121
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,945,407
Total unrealized appreciation/depreciation of assets2016-12-31$1,945,407
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$53,520,263
Total loss/gain on sale of assets2016-12-31$81,783
Total of all expenses incurred2016-12-31$30,878,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,419,101
Expenses. Certain deemed distributions of participant loans2016-12-31$8,466
Value of total corrective distributions2016-12-31$166,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$33,616,446
Value of total assets at end of year2016-12-31$280,814,228
Value of total assets at beginning of year2016-12-31$258,172,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$284,205
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$334,767
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,859,902
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$7,375,822
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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$22,973,740
Participant contributions at end of year2016-12-31$7,936,392
Participant contributions at beginning of year2016-12-31$7,944,072
Participant contributions at end of year2016-12-31$2,801
Participant contributions at beginning of year2016-12-31$1,584
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,018,070
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,593,974
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,748,473
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$424,095
Administrative expenses (other) incurred2016-12-31$284,205
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$22,641,695
Value of net assets at end of year (total assets less liabilities)2016-12-31$280,814,228
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$258,172,533
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$245,272,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$225,409,453
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$334,283
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$7,771,371
Value of interest in common/collective trusts at beginning of year2016-12-31$2,388,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,094,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,932,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,932,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$484
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,180,010
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$77,853
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$12,512,296
Assets. Invements in employer securities at beginning of year2016-12-31$12,338,832
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$6,894,233
Employer contributions (assets) at end of year2016-12-31$1,206,352
Employer contributions (assets) at beginning of year2016-12-31$1,564,286
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$484,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,419,101
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$3,290,131
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,208,348
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-853,991
Total unrealized appreciation/depreciation of assets2015-12-31$-853,991
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$31,563,346
Total loss/gain on sale of assets2015-12-31$20,831
Total of all expenses incurred2015-12-31$32,612,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,273,052
Expenses. Certain deemed distributions of participant loans2015-12-31$5,506
Value of total corrective distributions2015-12-31$8,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$33,324,752
Value of total assets at end of year2015-12-31$258,172,533
Value of total assets at beginning of year2015-12-31$259,221,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$325,248
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$340,448
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,640,400
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$8,128,794
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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$22,770,196
Participant contributions at end of year2015-12-31$7,944,072
Participant contributions at beginning of year2015-12-31$7,618,997
Participant contributions at end of year2015-12-31$1,584
Participant contributions at beginning of year2015-12-31$598,846
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,593,974
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,532,854
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,159,924
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$61,120
Administrative expenses (other) incurred2015-12-31$325,248
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-1,048,802
Value of net assets at end of year (total assets less liabilities)2015-12-31$258,172,533
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$259,221,335
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$225,409,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$224,703,688
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$327,637
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$2,388,214
Value of interest in common/collective trusts at beginning of year2015-12-31$2,255,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,932,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,691,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,691,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12,811
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,000,771
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$30,557
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$12,338,832
Assets. Invements in employer securities at beginning of year2015-12-31$14,713,975
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$7,394,632
Employer contributions (assets) at end of year2015-12-31$1,564,286
Employer contributions (assets) at beginning of year2015-12-31$1,105,583
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$511,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,273,052
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$2,990,693
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,969,862
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,330,486
Total unrealized appreciation/depreciation of assets2014-12-31$-1,330,486
Total transfer of assets to this plan2014-12-31$117,585,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$35,345,851
Total loss/gain on sale of assets2014-12-31$-225,289
Total of all expenses incurred2014-12-31$22,942,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,613,849
Expenses. Certain deemed distributions of participant loans2014-12-31$37,173
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,450,904
Value of total assets at end of year2014-12-31$259,221,335
Value of total assets at beginning of year2014-12-31$129,232,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$291,481
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$199,094
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,670,023
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$8,292,539
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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$17,475,070
Participant contributions at end of year2014-12-31$7,618,997
Participant contributions at beginning of year2014-12-31$3,338,158
Participant contributions at end of year2014-12-31$598,846
Participant contributions at beginning of year2014-12-31$421
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,532,854
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,047,918
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,740,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,019
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$484,936
Administrative expenses (other) incurred2014-12-31$291,481
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$12,403,348
Value of net assets at end of year (total assets less liabilities)2014-12-31$259,221,335
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$129,232,193
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$224,703,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$109,239,673
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$198,167
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$2,255,670
Value of interest in common/collective trusts at beginning of year2014-12-31$1,553,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,691,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$927
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,072,893
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$23,776
Net gain/loss from 103.12 investment entities2014-12-31$0
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
Assets. Invements in employer securities at end of year2014-12-31$14,713,975
Assets. Invements in employer securities at beginning of year2014-12-31$10,447,705
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$5,235,040
Employer contributions (assets) at end of year2014-12-31$1,105,583
Employer contributions (assets) at beginning of year2014-12-31$598,430
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$377,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,613,849
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$1,972,533
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,197,822
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,824,990
Total unrealized appreciation/depreciation of assets2013-12-31$3,824,990
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$37,405,967
Total loss/gain on sale of assets2013-12-31$443,133
Total of all expenses incurred2013-12-31$11,654,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,430,408
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$2,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,857,878
Value of total assets at end of year2013-12-31$129,232,193
Value of total assets at beginning of year2013-12-31$103,480,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$220,738
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$122,455
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,896,039
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$3,643,898
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Contributions received from participants2013-12-31$10,574,178
Participant contributions at end of year2013-12-31$3,338,158
Participant contributions at beginning of year2013-12-31$2,737,299
Participant contributions at end of year2013-12-31$421
Participant contributions at beginning of year2013-12-31$2,289
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,047,918
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,979,958
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,225,118
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$1,102,372
Administrative expenses (other) incurred2013-12-31$186,326
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$25,751,843
Value of net assets at end of year (total assets less liabilities)2013-12-31$129,232,193
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$103,480,350
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$34,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$109,239,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$90,633,397
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$118,735
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,553,869
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,720
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,147,768
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$11,332
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$10,447,705
Assets. Invements in employer securities at beginning of year2013-12-31$6,353,247
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$3,058,582
Employer contributions (assets) at end of year2013-12-31$598,430
Employer contributions (assets) at beginning of year2013-12-31$774,160
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$252,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,430,408
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$2,053,168
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,610,035
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-299,462
Total unrealized appreciation/depreciation of assets2012-12-31$-299,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$108,236
Total income from all sources (including contributions)2012-12-31$22,787,077
Total loss/gain on sale of assets2012-12-31$-30,110
Total of all expenses incurred2012-12-31$6,975,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,712,985
Expenses. Certain deemed distributions of participant loans2012-12-31$28,409
Value of total corrective distributions2012-12-31$263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,400,596
Value of total assets at end of year2012-12-31$103,480,350
Value of total assets at beginning of year2012-12-31$87,777,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$234,027
Total interest from all sources2012-12-31$120,635
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,852,838
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$2,669,081
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,387,134
Participant contributions at end of year2012-12-31$2,737,299
Participant contributions at beginning of year2012-12-31$2,412,885
Participant contributions at end of year2012-12-31$2,289
Participant contributions at beginning of year2012-12-31$22,639
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,979,958
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,439,663
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$850,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$71,628
Other income not declared elsewhere2012-12-31$514,558
Administrative expenses (other) incurred2012-12-31$55,046
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$108,236
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$82,337
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$15,811,393
Value of net assets at end of year (total assets less liabilities)2012-12-31$103,480,350
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$87,668,957
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
Investment advisory and management fees2012-12-31$28,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$90,633,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,445,706
Interest on participant loans2012-12-31$105,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,228,022
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
Assets. Invements in employer securities at end of year2012-12-31$6,353,247
Assets. Invements in employer securities at beginning of year2012-12-31$6,758,088
Contributions received in cash from employer2012-12-31$3,163,301
Employer contributions (assets) at end of year2012-12-31$774,160
Employer contributions (assets) at beginning of year2012-12-31$544,247
Income. Dividends from common stock2012-12-31$183,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,712,985
Contract administrator fees2012-12-31$150,058
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
Aggregate proceeds on sale of assets2012-12-31$479,485
Aggregate carrying amount (costs) on sale of assets2012-12-31$509,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$108,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$115,850
Total income from all sources (including contributions)2011-12-31$11,623,445
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,981,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,634,425
Value of total corrective distributions2011-12-31$107,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,120,158
Value of total assets at end of year2011-12-31$87,777,193
Value of total assets at beginning of year2011-12-31$85,143,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$239,566
Total interest from all sources2011-12-31$108,771
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$134,085
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$15,000,000
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
Contributions received from participants2011-12-31$8,422,803
Participant contributions at end of year2011-12-31$2,412,885
Participant contributions at beginning of year2011-12-31$2,238,767
Participant contributions at end of year2011-12-31$22,639
Participant contributions at beginning of year2011-12-31$19,119
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,439,663
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,349,112
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,080,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$71,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$55,123
Other income not declared elsewhere2011-12-31$115,789
Liabilities. Value of operating payables at end of year2011-12-31$108,236
Liabilities. Value of operating payables at beginning of year2011-12-31$88,373
Total non interest bearing cash at end of year2011-12-31$82,337
Total non interest bearing cash at beginning of year2011-12-31$196,410
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$2,641,620
Value of net assets at end of year (total assets less liabilities)2011-12-31$87,668,957
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$85,027,337
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
Investment advisory and management fees2011-12-31$25,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$73,445,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$70,505,680
Interest on participant loans2011-12-31$100,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,855,358
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
Assets. Invements in employer securities at end of year2011-12-31$6,758,088
Assets. Invements in employer securities at beginning of year2011-12-31$7,284,109
Contributions received in cash from employer2011-12-31$2,616,372
Employer contributions (assets) at end of year2011-12-31$544,247
Employer contributions (assets) at beginning of year2011-12-31$494,867
Income. Dividends from common stock2011-12-31$134,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,634,425
Contract administrator fees2011-12-31$214,327
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$27,477
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-719,840
Total unrealized appreciation/depreciation of assets2010-12-31$-719,840
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$115,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$180,758
Total income from all sources (including contributions)2010-12-31$18,813,149
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,409,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,165,314
Expenses. Certain deemed distributions of participant loans2010-12-31$16,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,377,669
Value of total assets at end of year2010-12-31$82,922,562
Value of total assets at beginning of year2010-12-31$71,583,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$226,889
Total interest from all sources2010-12-31$101,356
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$995,485
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$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,251,747
Participant contributions at end of year2010-12-31$2,238,767
Participant contributions at beginning of year2010-12-31$1,654,890
Participant contributions at end of year2010-12-31$19,119
Participant contributions at beginning of year2010-12-31$24,535
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,128,487
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,051,667
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,875,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$55,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$48,891
Other income not declared elsewhere2010-12-31$568,051
Liabilities. Value of operating payables at end of year2010-12-31$88,373
Liabilities. Value of operating payables at beginning of year2010-12-31$98,701
Total non interest bearing cash at end of year2010-12-31$196,410
Total non interest bearing cash at beginning of year2010-12-31$128,623
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$11,404,004
Value of net assets at end of year (total assets less liabilities)2010-12-31$82,806,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,402,708
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
Investment advisory and management fees2010-12-31$19,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$70,505,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$59,319,258
Interest on participant loans2010-12-31$89,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,058,479
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
Assets. Invements in employer securities at end of year2010-12-31$7,284,109
Assets. Invements in employer securities at beginning of year2010-12-31$7,968,745
Contributions received in cash from employer2010-12-31$2,250,432
Employer contributions (assets) at end of year2010-12-31$494,867
Employer contributions (assets) at beginning of year2010-12-31$386,857
Income. Dividends from common stock2010-12-31$995,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,165,314
Contract administrator fees2010-12-31$207,364
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
Liabilities. Value of benefit claims payable at end of year2010-12-31$27,477
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$82,057
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : UMPQUA BANK 401(K) AND PROFIT SHARING 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 UMPQUA BANK 401(K) AND PROFIT SHARING PLAN

2021: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UMPQUA BANK 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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