Connie Dunkle-Weyrauch signed Lifeworks NW's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lifeworks NW's EIN is 93-0502822.
Download the official 2023 Form 5500 (PDF) for Lifeworks NW from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lifeworks NW's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $128K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL INV SVCS INC. | 26-3188716 | — | INVESTMENT ADVISORY | $0 | — |
