Plan Snapshot
- Plan Sponsor: The Trustees Of The Pacific Northwest Employers Life Health Insurance
- Sponsor EIN: 936033740
- Sponsor Address: 4068 HUDSON AVENUE NE, SALEM, OR, 97301
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 941
- Total Assets: $217,730
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 941 | $217,730 | $3.0M | $0 |
| 2023 | 551 | $291,130 | $3.7M | $0 |
| 2022 | 461 | $217,149 | $2.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CASCADE EMPLOYERS ASSOCIATION | Other Service Provider | $30,000 | — | $30,000 |
| JONES & ROTH, P.C. | Auditor | $14,300 | — | $14,300 |
| CSNW BENEFITS | Other Service Provider | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,300
- Estimated Expense Ratio: 25.858% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $68,882 | — | $30,010 | $14,300 | — |
| 2023 | $68,406 | $12,000 | $30,444 | $13,400 | — |
| 2022 | $78,044 | $15,000 | $51,644 | — | $11,400 |