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Original filing (PDF)20250724115105NAL0005284977005
BLOODWORKS NORTHWEST
Form 5500
FILING_RECEIVED
BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
611
Accounts w/ balance
1,010
Plan assets (EOY)
$112.0M
Net assets (EOY)
$112.0M
How this plan invests
This plan
1 pooled trust
Schedule D
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOODWORKS NORTHWEST.
Plan sponsor
Name
BLOODWORKS NORTHWEST
EIN
91-1019655
Address
921 TERRY AVENUE · SEATTLE, WA · 981041239
Phone
(206) 689-6662
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | NONE | $30K | — |
| TIAA TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | NONE | $2K | — |
Investments
48 direct securities · 1 pooled fund· $112.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$109.3M
48 holdings
Pooled Separate Account
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF Stock R2 Registered investment company | — | — | — | $14.9M | 13.3% | |
| TIAA Traditional Benefit Responsive Insurance company general contract ** Ɨ | — | — | — | $13.8M | 12.3% | |
| Vanguard Inst Idx Inst Registered investment company | — | — | — | $6.9M | 6.1% | |
| CREF Growth R2 Registered investment company | — | — | — | $6.3M | 5.7% | |
| Nuveen LfCycle Ix 2030 R6 Registered investment company | — | — | — | $3.8M | 3.4% | |
| CREF Global Equities R2 Registered investment company | — | — | — | $3.7M | 3.3% | |
| CREF Equity Index R2 Registered investment company | — | — | — | $3.6M | 3.2% | |
| Vanguard Growth Index Adm Registered investment company | — | — | — | $3.1M | 2.7% | |
| MFS Value Fund Class R6 Registered investment company | — | — | — | $3.0M | 2.7% | |
| TIAA Traditional Non Benefit Responsive Insurance company general contract | — | — | — | $2.7M | 2.5% | |
| Nuveen LfCycle Ix 2040 R6 Registered investment company | — | — | — | $2.7M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.7M | 2.4% | |
| Nuveen LfCycle Ix 2045 R6 Registered investment company | — | — | — | $2.6M | 2.3% | |
| Vanguard Small-Cap Idx Adm Registered investment company | — | — | — | $2.5M | 2.2% | |
| Nuveen LfCycle Ix 2035 R6 Registered investment company | — | — | — | $2.4M | 2.2% | |
| TIAA Traditional Benefit Responsive 2 Insurance company general contract ** Ɨ | — | — | — | $2.4M | 2.2% | |
| CREF Social Choice R2 Registered investment company | — | — | — | $2.4M | 2.2% | |
| Vanguard Ttl Intl Stk Idx Adm Registered investment company | — | — | — | $2.3M | 2.1% | |
| Nuveen Large Cap Resp Eq R6 Registered investment company | — | — | — | $2.0M | 1.7% | |
| Nuveen LfCycle Ix 2050 R6 Registered investment company | — | — | — | $1.9M | 1.7% | |
| Nuveen LfCycle Ix 2025 R6 Registered investment company | — | — | — | $1.9M | 1.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Registered investment company | — | — | — | $1.8M | 1.6% | |
| Vanguard Real Estate Idx Adm Registered investment company | — | — | — | $1.7M | 1.5% | |
| Nuveen LfCycle Ix 2020 R6 Registered investment company | — | — | — | $1.6M | 1.5% | |
| Vanguard Intl Growth Adm Registered investment company | — | — | — | $1.6M | 1.4% | |
| Dodge & Cox Income Fund - Cl X Registered investment company | — | — | — | $1.6M | 1.4% | |
| Vanguard Federal Money Mkt Inv Registered investment company | — | — | — | $1.5M | 1.3% | |
| Vanguard Mid-Cap Idx Adm Registered investment company | — | — | — | $1.4M | 1.3% | |
| CREF Core Bond R2 Registered investment company | — | — | — | $1.4M | 1.3% | |
| American Fd New Perspective R6 Registered investment company | — | — | — | $1.4M | 1.2% | |
| Nuveen LfCycle Ix 2055 R6 Registered investment company | — | — | — | $1.3M | 1.2% | |
| Vanguard Emr Mkts Stk Idx Adm Registered investment company | — | — | — | $1.1M | 1.0% | |
| Vanguard Info Tech Idx Admiral Registered investment company | — | — | — | $1.0M | 0.9% | |
| CREF Inflation-Linked Bond R2 Registered investment company | — | — | — | $966K | 0.9% | |
| MFS New Discovery Fund R6 Registered investment company | — | — | — | $771K | 0.7% | |
| Nuveen LfCyc Ix Ret Inc R6 Registered investment company | — | — | — | $759K | 0.7% | |
| Franklin Small Cap Value R6 Registered investment company | — | — | — | $752K | 0.7% | |
| Nuveen LfCycle Ix 2060 R6 Registered investment company | — | — | — | $731K | 0.7% | |
| CREF Money Market R2 Registered investment company | — | — | — | $705K | 0.6% | |
| with various maturities through December 2031 | — | — | — | $418K | 0.4% | |
| Vanguard Intr-Trm Bnd Idx Adm Registered investment company | — | — | — | $368K | 0.3% | |
| Nuveen LfCycle Ix 2015 R6 Registered investment company | — | — | — | $350K | 0.3% | |
| Vanguard FTSE Social Index Adm Registered investment company | — | — | — | $335K | 0.3% | |
| Vanguard Infl Protect Sec Adm Registered investment company | — | — | — | $245K | 0.2% | |
| Nuveen LfCycle Ix 2065 R6 Registered investment company | — | — | — | $141K | 0.1% | |
| Nuveen LfCycle Ix 2010 R6 Registered investment company | — | — | — | $131K | 0.1% | |
| Vanguard 500 Idx Adm Registered investment company | — | — | — | $48K | <0.1% | |
| Vanguard Health Care Adm Registered investment company | — | — | — | $35K | <0.1% | |
| Plan Loan Default Fund Insurance company general contract | — | — | — | $22K | <0.1% |