Northwest Employees Retirement Plan's EIN is 91-6028574.
Download the official 2024 Form 5500 (PDF) for Northwest Employees Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Northwest Employees Retirement Plan's plan includes money-purchase contributions, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE AND PENSION ADMIN SERVICES | 91-1363171 | — | NONE | $57K | — |
| BANK OF AMERICA, N.A. | 94-1687665 | — | NONE | $46K | — |
| MARSH & MCLENNAN AGENCY | 26-3237576 | — | NONE | $11K | — |
| PLATFORM CPAS, LLP | 88-4342576 | — | NONE | $10K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Large Cap Index Fund | Common Collective Trusts | — | $3.3M | $4.2M | 34.3% | |
| Metro West Total Return Fund | Other securities | — | $4.0M | $3.5M | 28.7% | |
| Fidelity Investments Money Market Treasury Only Portfolio Institutional | Mutual Funds | — | $1.5M | $1.5M | 12.5% | |
| Columbia Capital Alloc Mod Agg PT | Other securities | — | $1.2M | $1.2M | 10.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | $727K | $851K | 7.0% | |
| Pimco Total Return Fund | Mutual Funds | — | $279K | $248K | 2.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
