· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BONNEVILLE ENVIRONMENTAL FOUNDATION — BONNEVILLE ENVIRONMENTAL FOUNDATION TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250219130448NAL0004249649001
BONNEVILLE ENVIRONMENTAL FOUNDATION
Form 5500-SF
FILING_RECEIVED
BONNEVILLE ENVIRONMENTAL FOUNDATION TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BONNEVILLE ENVIRONMENTAL FOUNDATION
.
Find decision makers
Plan sponsor
Name
BONNEVILLE ENVIRONMENTAL FOUNDATION
EIN
93-1248274
Address
1500 SW FIRST AVE STE 710 · PORTLAND, OR · 972015817
Phone
(503) 248-1905
Industry
Other Services (ex. Public Admin)
see 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
2025-02-19
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
UNITED WAY OF ERIE COUNTY
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF ERIE COUNTY
$1.9M · 31 participants
ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES, INC.
ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES 401K PLAN
$1.9M · 17 participants
CALIFORNIA ASSOCIATION OF SANITATION AGENCIES
CALIFORNIA ASSOCIATION OF SANITATION AGENCIES 401(K) PLAN
$1.9M · 8 participants
WESTERN LOS ANGELES COUNTY COUNCIL, INC. BOY SCOUTS OF AMERICA
403(B) THRIFT PLAN OF WESTERN LOS ANGELES COUNTY COUNCIL, INC. BOY SCOUTS OF AMERICA
$1.9M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
HOPE HOUSE, INC.
HOPE HOUSE, INC. RETIREMENT PLAN
$1.9M · 91 participants
GRANTMAKER CONSULTANTS, INC.
GRANTMAKER CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
$1.9M · 2 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
