401k Plan data: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN plan

PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN
Plan identification number	004

PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-07-01
004 2021-07-01
004 2020-07-01
004 2019-07-01
004 2018-07-01
004 2017-07-01

Plan Statistics for PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN

Measure Date Value
2022: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 239
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 205
Number of retired or separated participants receiving benefits 2022-07-01 1
Number of other retired or separated participants entitled to future benefits 2022-07-01 43
Total of all active and inactive participants 2022-07-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 249
Number of participants with account balances 2022-07-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 21
2021: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 172
Number of retired or separated participants receiving benefits 2021-07-01 15
Number of other retired or separated participants entitled to future benefits 2021-07-01 39
Total of all active and inactive participants 2021-07-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 226
Number of participants with account balances 2021-07-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 21
2020: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 253
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 230
Number of retired or separated participants receiving benefits 2020-07-01 3
Number of other retired or separated participants entitled to future benefits 2020-07-01 26
Total of all active and inactive participants 2020-07-01 259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 259
Number of participants with account balances 2020-07-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 17
2019: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 197
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 163
Number of retired or separated participants receiving benefits 2019-07-01 13
Number of other retired or separated participants entitled to future benefits 2019-07-01 29
Total of all active and inactive participants 2019-07-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 205
Number of participants with account balances 2019-07-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 16
2018: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 166
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 150
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 18
Total of all active and inactive participants 2018-07-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 168
Number of participants with account balances 2018-07-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 11
2017: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 140
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 13
Total of all active and inactive participants 2017-07-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 154
Number of participants with account balances 2017-07-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 11

Measure	Date	Value
2022: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	239
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	205
Number of retired or separated participants receiving benefits	2022-07-01	1
Number of other retired or separated participants entitled to future benefits	2022-07-01	43
Total of all active and inactive participants	2022-07-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	249
Number of participants with account balances	2022-07-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	21
2021: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	172
Number of retired or separated participants receiving benefits	2021-07-01	15
Number of other retired or separated participants entitled to future benefits	2021-07-01	39
Total of all active and inactive participants	2021-07-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	226
Number of participants with account balances	2021-07-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	21
2020: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	253
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	230
Number of retired or separated participants receiving benefits	2020-07-01	3
Number of other retired or separated participants entitled to future benefits	2020-07-01	26
Total of all active and inactive participants	2020-07-01	259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	259
Number of participants with account balances	2020-07-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	17
2019: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	197
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	163
Number of retired or separated participants receiving benefits	2019-07-01	13
Number of other retired or separated participants entitled to future benefits	2019-07-01	29
Total of all active and inactive participants	2019-07-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	205
Number of participants with account balances	2019-07-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	16
2018: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	166
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	150
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	18
Total of all active and inactive participants	2018-07-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	168
Number of participants with account balances	2018-07-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	11
2017: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	140
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	13
Total of all active and inactive participants	2017-07-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	154
Number of participants with account balances	2017-07-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	11

Financial Data on PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN

Measure	Date	Value
2023 : PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$5,820,046
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$2,753,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$2,667,666
Value of total corrective distributions	2023-06-30	$1,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$3,357,706
Value of total assets at end of year	2023-06-30	$24,081,088
Value of total assets at beginning of year	2023-06-30	$21,014,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$84,401
Total interest from all sources	2023-06-30	$35,670
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$341,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$341,294
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$1,714,244
Participant contributions at end of year	2023-06-30	$350,238
Participant contributions at beginning of year	2023-06-30	$214,708
Participant contributions at end of year	2023-06-30	$71,842
Participant contributions at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$162,744
Other income not declared elsewhere	2023-06-30	$-155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$3,066,910
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$24,081,088
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$21,014,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$21,726,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$19,163,146
Income. Interest from loans (other than to participants)	2023-06-30	$15,569
Interest earned on other investments	2023-06-30	$20,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,281,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$1,073,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$2,085,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,480,718
Employer contributions (assets) at end of year	2023-06-30	$650,366
Employer contributions (assets) at beginning of year	2023-06-30	$562,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$2,667,666
Contract administrator fees	2023-06-30	$84,401
Did the plan have assets held for investment	2023-06-30	Yes
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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2023-06-30	910189318
2022 : PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$168,777
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,500,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,407,190
Value of total corrective distributions	2022-06-30	$3,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,120,265
Value of total assets at end of year	2022-06-30	$21,014,178
Value of total assets at beginning of year	2022-06-30	$22,346,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$90,088
Total interest from all sources	2022-06-30	$10,696
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$277,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$277,049
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$1,525,180
Participant contributions at end of year	2022-06-30	$214,708
Participant contributions at beginning of year	2022-06-30	$180,888
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$186
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$272,148
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$27
Other income not declared elsewhere	2022-06-30	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-1,331,905
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$21,014,178
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$22,346,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$90,088
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$19,163,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$20,420,931
Interest on participant loans	2022-06-30	$10,696
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$1,073,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$1,165,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-3,239,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,322,937
Employer contributions (assets) at end of year	2022-06-30	$562,902
Employer contributions (assets) at beginning of year	2022-06-30	$579,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,407,190
Did the plan have assets held for investment	2022-06-30	Yes
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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2022-06-30	910189318
2021 : PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$7,170,892
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,136,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,055,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,806,584
Value of total assets at end of year	2021-06-30	$22,346,083
Value of total assets at beginning of year	2021-06-30	$16,311,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$80,369
Total interest from all sources	2021-06-30	$6,929
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$258,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$258,532
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,493,073
Participant contributions at end of year	2021-06-30	$180,888
Participant contributions at beginning of year	2021-06-30	$83,158
Participant contributions at end of year	2021-06-30	$186
Participant contributions at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$27,976
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Other income not declared elsewhere	2021-06-30	$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$6,034,544
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$22,346,083
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$16,311,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$20,420,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$14,529,802
Interest on participant loans	2021-06-30	$6,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,165,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,176,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$4,098,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,285,535
Employer contributions (assets) at end of year	2021-06-30	$579,024
Employer contributions (assets) at beginning of year	2021-06-30	$521,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,055,979
Contract administrator fees	2021-06-30	$80,369
Did the plan have assets held for investment	2021-06-30	Yes
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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2021-06-30	910189318
2020 : PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$3,692,410
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$694,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$630,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,825,376
Value of total assets at end of year	2020-06-30	$16,311,539
Value of total assets at beginning of year	2020-06-30	$13,314,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$64,267
Total interest from all sources	2020-06-30	$4,041
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$232,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$232,883
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,394,411
Participant contributions at end of year	2020-06-30	$83,158
Participant contributions at beginning of year	2020-06-30	$40,624
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$270
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$251,831
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$2,997,461
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$16,311,539
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$13,314,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$14,529,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$11,959,471
Interest on participant loans	2020-06-30	$4,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,176,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$773,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$630,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,179,134
Employer contributions (assets) at end of year	2020-06-30	$521,809
Employer contributions (assets) at beginning of year	2020-06-30	$540,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$630,682
Contract administrator fees	2020-06-30	$64,267
Did the plan have assets held for investment	2020-06-30	Yes
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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2020-06-30	910189318
2019 : PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$3,868,791
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$177,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$128,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$3,104,383
Value of total assets at end of year	2019-06-30	$13,314,078
Value of total assets at beginning of year	2019-06-30	$9,623,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$49,356
Total interest from all sources	2019-06-30	$14,340
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$168,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$168,139
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,285,476
Participant contributions at end of year	2019-06-30	$40,624
Participant contributions at beginning of year	2019-06-30	$25,067
Participant contributions at end of year	2019-06-30	$270
Participant contributions at beginning of year	2019-06-30	$3,560
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$650,234
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$242
Other income not declared elsewhere	2019-06-30	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$3,690,872
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$13,314,078
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$9,623,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$11,959,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$8,583,288
Interest on participant loans	2019-06-30	$2,028
Interest earned on other investments	2019-06-30	$12,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$773,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$554,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$581,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,168,673
Employer contributions (assets) at end of year	2019-06-30	$540,360
Employer contributions (assets) at beginning of year	2019-06-30	$456,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$128,563
Contract administrator fees	2019-06-30	$49,356
Did the plan have assets held for investment	2019-06-30	Yes
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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2019-06-30	910189318
2018 : PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) 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	$9,709,451
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$86,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$50,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$9,303,873
Value of total assets at end of year	2018-06-30	$9,623,206
Value of total assets at beginning of year	2018-06-30	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$35,698
Total interest from all sources	2018-06-30	$7,311
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$87,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$87,659
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
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	$1,151,330
Participant contributions at end of year	2018-06-30	$25,067
Participant contributions at end of year	2018-06-30	$3,560
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$7,169,291
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$242
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	$9,623,206
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$9,623,206
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$0
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 end of year	2018-06-30	$8,583,288
Interest on participant loans	2018-06-30	$802
Interest earned on other investments	2018-06-30	$6,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$554,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$310,608
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	Yes
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	$983,252
Employer contributions (assets) at end of year	2018-06-30	$456,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$50,547
Contract administrator fees	2018-06-30	$35,698
Did the plan have assets held for investment	2018-06-30	Yes
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	No
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

Form 5500 Responses for PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN

2022: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
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 – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	251
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $593
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	593
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	226
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $560
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	560
Additional information about fees paid to insurance broker	RETENTION FEE PAID INDEPENDENTLY BY PRINCIPAL. DOES NOT IMPACT PLAN OR PARTICIPANT FEES.
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	202
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $559
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	559
Additional information about fees paid to insurance broker	RETENTION FEE PAID INDEPENDENTLY BY PRINCIPAL. DOES NOT IMPACT PLAN OR PARTICIPANT FEES.
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	194
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $501
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	501
Additional information about fees paid to insurance broker	RETENTION FEE PAID INDEPENDENTLY BY PRINCIPAL. DOES NOT IMPACT PLAN OR PARTICIPANT FEES.
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	167
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $180
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	180
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	154
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES
Employer identification number (EIN):	061744054
NAIC Classification:	611000

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