Northwest Firefighters Relief Association's EIN is 93-6227660.
Download the official 2023 Form 5500 (PDF) for Northwest Firefighters Relief Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Northwest Firefighters Relief Association's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGENCE BLUECROSS BLUESHIELD OF OR | 93-0238155 | — | NONE | $347K | — |
| JODI AMATO | — | LAKE OSWEGO, OR | EMPLOYEE | $103K | — |
| IAFF LOCAL 1660 |
| Provider | Nondisclosure info |
|---|---|
| ALLEGIANCE | SERVICE PROVIDER FAILED TO PROVIDE INFORMATION ON INDIRECT COMPENSATION, IF ANY. |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-0593668 |
| — |
| PLAN SPONSOR |
| $85K |
| — |
| JUEL TURNER | — | LAKE OSWEGO, OR | EMPLOYEE | $65K | — |
| OREGON DENTAL SERVICE | 93-0438772 | — | NONE | $61K | — |
| BENEFIT PLAN ADMIN SERVICES INC. | 16-1503696 | — | NONE | $50K | — |
| BROWN & BROWN OF OREGON, LLC | 93-0518576 | — | NONE | $47K | — |
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $45K | — |
| BENEFITELECT, INC. | 47-2294586 | — | NONE | $33K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $33K | — |
| HUB INTERNATIONAL | 47-0813106 | — | NONE | $19K | — |
| LIFEMAP ASSURANCE COMPANY | 93-6030398 | — | NONE | $18K | — |
| BARRAN LIEBMAN, LLP | 93-1251627 | — | NONE | $13K | — |
| ALLEGIANCE | — | MISSOULA, MT | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln SVF 0 Stable Value Fund - | Stable Value | — | — | $4.5M | 21.4% | |
| United States Treasury Note Floating Rate 5.342%, 7/31/24, Par 2,700,000 U.S. Government Security | U.S. Treasuries | — | $2.7M | $2.7M | 13.0% | |
| Involved Description of Asset Price Rental Transaction of Asset Date (Loss) Single Transaction Exceed 5% United States Treasury Note United States Treasury Note Floating Rate: AAA/N/A 5.357% DUE:2024-07-31 N/A | U.S. Treasuries | — | $2.0M | $2.0M | 9.5% | |
| United States Treasury Note 5.000%, 8/31/2025, Par 1,400,000 U.S. Government Security | U.S. Treasuries | — | $1.4M | $1.4M | 6.8% | |
| PIMCO TOTAL RETURN I2 Mutual Fund | Mutual Funds | — | $1.2M | $1.1M | 5.3% | |
| Ishares S&P 500 Index K Mutual Fund | Common Collective Trusts | — | — | $909K | 4.3% | |
| Morgan Stanley Bank 0.05% Interest-Bearing Cash | Cash / Money Market | — | $851K | $851K | 4.0% | |
| PIMCO TOTAL RETURN I2 Mutual Fund | Mutual Funds | — | $691K | $647K | 3.1% | |
| PIONEER FUNDAMENTAL GROWTH Y Mutual Fund | Other securities | — | $459K | $564K | 2.7% | |
| Fed Home Ln Bk 5.125%, 6/13/2025, Par 500,000 U.S. Government Security | Agency / Mortgage-Backed | — | $504K | $501K | 2.4% | |
| American Funds AM Balancd R6 Mutual Fund | Mutual Funds | — | — | $483K | 2.3% | |
| PIONEER FUNDAMENTAL GROWTH Y Mutual Fund | Other securities | — | $247K | $430K | 2.0% | |
| BLACKROCK EQUITY DIVIDEND I Mutual Fund | Other securities | — | $394K | $418K | 2.0% | |
| MANNING&NAPIER OVERSEAS SER I Mutual Fund | Other securities | — | $315K | $401K | 1.9% | |
| MANNING&NAPIER OVERSEAS SER I Mutual Fund | Other securities | — | $255K | $348K | 1.7% | |
| BLACKROCK EQUITY DIVIDEND I Mutual Fund | Other securities | — | $362K | $330K | 1.6% | |
| AMERICAN GW FD OF AMERICA F2 Mutual Fund | Other securities | — | $271K | $329K | 1.6% | |
| United States Treasury Note 5.000%, 8/31/2025, Par 300,000 U.S. Government Security | U.S. Treasuries | — | $300K | $305K | 1.4% | |
| WISDOMTREE FLOATING RATE TRE Exchange Traded Fund | Bonds / Notes | — | $302K | $302K | 1.4% | |
| NH PIF CL S Hedge Fund | Other securities | — | $292K | $291K | 1.4% | |
| V FLOATING RATE A Mutual Fund | Bonds / Notes | — | $301K | $288K | 1.4% | |
| BREIT CL S Hedge Fund | Other securities | — | $267K | $253K | 1.2% | |
| AQR MNGD FUTURES STRAT I Mutual Fund | Other securities | — | $216K | $237K | 1.1% | |
| PIONEER MLTI AST ULT SHT INC Y Mutual Fund | Common Stocks | — | $225K | $222K | 1.1% | |
| AB Large Cap Growth Z Mutual Fund | Other securities | — | — | $222K | 1.1% | |
| WISDOMTREE FLOATING RATE TRE Exchange Traded Fund | Bonds / Notes | — | $201K | $201K | 1.0% | |
| GOLDMAN SACHS MD CP GRW INST Mutual Fund | Other securities | — | $196K | $174K | 0.8% | |
| American Funds Europacific R6 Mutual Fund | Mutual Funds | — | — | $146K | 0.7% | |
| AQR MNGD FUTURES STRAT I Mutual Fund | Other securities | — | $144K | $139K | 0.7% | |
| PIONEER MLTI AST ULT SHT INC Y Mutual Fund | Common Stocks | — | $122K | $118K | 0.6% | |
| TRP Integ US SC Grw Eqty I Mutual Fund | Other securities | — | — | $117K | 0.6% | |
| Delaware Ivy Mid Cap Growth I Mutual Fund | Other securities | — | — | $102K | 0.5% | |
| LAZARD EMERG MKTS CORE EQ I Mutual Fund | Other securities | — | $106K | $97K | 0.5% | |
| Vanguard Equity Income Admiral Mutual Fund | Mutual Funds | — | — | $95K | 0.5% | |
| Ishares Russell 2000 SC Idx K Mutual Fund | Common Collective Trusts | — | — | $93K | 0.4% | |
| ALGER SMALL CAP GROWTH Z2 Mutual Fund | Other securities | — | $114K | $82K | 0.4% | |
| ALLSPRING SPECIAL MDCP VL I Mutual Fund | Other securities | — | $69K | $76K | 0.4% | |
| ROYCE PREMIER INV Mutual Fund | Other securities | — | $87K | $76K | 0.4% | |
| Blackrock Lifepath Indx 2060 K Mutual Fund | Other securities | — | — | $75K | 0.4% | |
| ALLSPRING SPECIAL MDCP VL I Mutual Fund | Other securities | — | $55K | $71K | 0.3% | |
| GOLDMAN SACHS MD CP GRW INST Mutual Fund | Other securities | — | $93K | $70K | 0.3% | |
| Ishares Russell Md-Cap Index K Mutual Fund | Other securities | — | — | $70K | 0.3% | |
| ROYCE PREMIER INV Mutual Fund | Other securities | — | $85K | $69K | 0.3% | |
| Blackrock Lifepath Indx 2050 K Mutual Fund | Other securities | — | — | $67K | 0.3% | |
| ALGER SMALL CAP GROWTH Z2 Mutual Fund | Other securities | — | $81K | $58K | 0.3% | |
| Columbia High Yield Bond Adv Mutual Fund | Other securities | — | — | $56K | 0.3% | |
| Ishares US Aggr Bond Index K Mutual Fund | Other securities | — | — | $49K | 0.2% | |
| Blackrock Lifepath Indx 2030 K Mutual Fund | Other securities | — | — | $36K | 0.2% | |
| Blackrock Lifepath Indx 2040 K Mutual Fund | Other securities | — | — | $34K | 0.2% | |
| T. Rowe Price Infl Prot Bond Mutual Fund | U.S. Treasuries | — | — | $30K | 0.1% |
