| Plan Name | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES |
| Employer identification number (EIN): | 061744054 |
| NAIC Classification: | 611000 |
Additional information about PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 2005-02-16 |
| Company Identification Number: | 602474267 |
| Legal Registered Office Address: |
111 UNIVERSITY PKWY SUITE 202 YAKIMA United States of America (USA) 989011448 |
More information about PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-07-01 | ||||
| 001 | 2016-07-01 | ANN HITTLE | 2017-10-09 | ||
| 001 | 2015-07-01 | ANN HITTLE | 2017-01-06 | ||
| 001 | 2014-07-01 | ANN HITTLE | 2015-10-05 | ANN HITTLE | 2015-10-05 |
| 001 | 2013-07-01 | ANN HITTLE | 2014-08-14 | ||
| 001 | 2012-07-01 | ANN HITTLE | 2013-11-18 | ||
| 001 | 2011-07-01 | ANN O'BRIEN | 2013-01-14 | ||
| 001 | 2010-07-01 | ANN O'BRIEN, CFO | 2011-09-28 | ANN O'BRIEN, CFO | 2011-09-28 |
| Measure | Date | Value |
|---|---|---|
| 2018 : PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES RETIREMENT PLAN 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
| Total income from all sources (including contributions) | 2018-06-30 | $132,611 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $3,423,041 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $3,419,466 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $6,105 |
| Value of total assets at end of year | 2018-06-30 | $0 |
| Value of total assets at beginning of year | 2018-06-30 | $3,290,430 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $3,575 |
| Total interest from all sources | 2018-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $34,469 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-06-30 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $34,469 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $330,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $0 |
| Total non interest bearing cash at end of year | 2018-06-30 | $0 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $65,405 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $-3,290,430 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $3,290,430 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $2,454,357 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $92,037 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $6,105 |
| Employer contributions (assets) at end of year | 2018-06-30 | $0 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $770,668 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $3,419,466 |
| Contract administrator fees | 2018-06-30 | $3,575 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-06-30 | No |
| Did the plan have assets held for investment | 2018-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2018-06-30 | 910189318 |
| 2017: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES RETIREMENT PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | Yes |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |