OPEIU WELFARE TRUST FD FOR RETIREES OF NATL BANK OF WASHINGTON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON
401k plan membership statisitcs for OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON
| Measure | Date | Value |
|---|
| 2021: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-03-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 0 |
| Total of all active and inactive participants | 2021-03-01 | 0 |
| Number of employers contributing to the scheme | 2021-03-01 | 0 |
| 2020: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-03-01 | 19 |
| Number of retired or separated participants receiving benefits | 2020-03-01 | 19 |
| Total of all active and inactive participants | 2020-03-01 | 19 |
| Number of employers contributing to the scheme | 2020-03-01 | 1 |
| 2019: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-03-01 | 19 |
| Number of retired or separated participants receiving benefits | 2019-03-01 | 19 |
| Total of all active and inactive participants | 2019-03-01 | 19 |
| Number of employers contributing to the scheme | 2019-03-01 | 1 |
| 2018: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-03-01 | 19 |
| Number of retired or separated participants receiving benefits | 2018-03-01 | 19 |
| Total of all active and inactive participants | 2018-03-01 | 19 |
| Number of employers contributing to the scheme | 2018-03-01 | 1 |
| 2017: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 20 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 19 |
| Total of all active and inactive participants | 2017-03-01 | 19 |
| Number of employers contributing to the scheme | 2017-03-01 | 1 |
| 2016: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 19 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 20 |
| Total of all active and inactive participants | 2016-03-01 | 20 |
| Number of employers contributing to the scheme | 2016-03-01 | 1 |
| 2015: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 35 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 19 |
| Total of all active and inactive participants | 2015-03-01 | 19 |
| Number of employers contributing to the scheme | 2015-03-01 | 1 |
| 2014: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 32 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 35 |
| Total of all active and inactive participants | 2014-03-01 | 35 |
| Number of employers contributing to the scheme | 2014-03-01 | 1 |
| 2013: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 37 |
| Number of retired or separated participants receiving benefits | 2013-03-01 | 32 |
| Total of all active and inactive participants | 2013-03-01 | 32 |
| Number of employers contributing to the scheme | 2013-03-01 | 1 |
| 2012: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 37 |
| Number of retired or separated participants receiving benefits | 2012-03-01 | 37 |
| Total of all active and inactive participants | 2012-03-01 | 37 |
| Number of employers contributing to the scheme | 2012-03-01 | 1 |
| 2011: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 37 |
| Number of retired or separated participants receiving benefits | 2011-03-01 | 37 |
| Total of all active and inactive participants | 2011-03-01 | 37 |
| Number of employers contributing to the scheme | 2011-03-01 | 1 |
| 2010: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-03-01 | 37 |
| Number of retired or separated participants receiving benefits | 2010-03-01 | 37 |
| Total of all active and inactive participants | 2010-03-01 | 37 |
| Number of employers contributing to the scheme | 2010-03-01 | 1 |
| 2009: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 38 |
| Number of retired or separated participants receiving benefits | 2009-03-01 | 37 |
| Total of all active and inactive participants | 2009-03-01 | 37 |
| Number of employers contributing to the scheme | 2009-03-01 | 1 |
| Measure | Date | Value |
|---|
| 2021 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $0 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $2,456 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $2,456 |
| Total plan assets at end of year | 2021-06-30 | $0 |
| Total plan assets at beginning of year | 2021-06-30 | $2,456 |
| Value of fidelity bond covering the plan | 2021-06-30 | $200,000 |
| Other income received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $-2,456 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $2,456 |
| Total income from all sources | 2021-02-28 | $6 |
| Expenses. Total of all expenses incurred | 2021-02-28 | $13,719 |
| Benefits paid (including direct rollovers) | 2021-02-28 | $9,566 |
| Total plan assets at end of year | 2021-02-28 | $2,456 |
| Total plan assets at beginning of year | 2021-02-28 | $16,169 |
| Value of fidelity bond covering the plan | 2021-02-28 | $200,000 |
| Other income received | 2021-02-28 | $6 |
| Net income (gross income less expenses) | 2021-02-28 | $-13,713 |
| Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $2,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $16,169 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-02-28 | $4,153 |
| 2020 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2020 401k financial data |
|---|
| Total income from all sources | 2020-02-29 | $14 |
| Expenses. Total of all expenses incurred | 2020-02-29 | $14,501 |
| Benefits paid (including direct rollovers) | 2020-02-29 | $11,007 |
| Total plan assets at end of year | 2020-02-29 | $16,169 |
| Total plan assets at beginning of year | 2020-02-29 | $30,656 |
| Value of fidelity bond covering the plan | 2020-02-29 | $200,000 |
| Other income received | 2020-02-29 | $14 |
| Net income (gross income less expenses) | 2020-02-29 | $-14,487 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-29 | $16,169 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-29 | $30,656 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-02-29 | $3,494 |
| 2018 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2018 401k financial data |
|---|
| Total income from all sources | 2018-02-28 | $19 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $33,677 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $29,049 |
| Total plan assets at end of year | 2018-02-28 | $49,121 |
| Total plan assets at beginning of year | 2018-02-28 | $82,779 |
| Value of fidelity bond covering the plan | 2018-02-28 | $200,000 |
| Other income received | 2018-02-28 | $19 |
| Net income (gross income less expenses) | 2018-02-28 | $-33,658 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $49,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $82,779 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-02-28 | $4,628 |
| 2017 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $27 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $29,219 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $23,537 |
| Total plan assets at end of year | 2017-02-28 | $82,779 |
| Total plan assets at beginning of year | 2017-02-28 | $111,971 |
| Value of fidelity bond covering the plan | 2017-02-28 | $200,000 |
| Other income received | 2017-02-28 | $27 |
| Net income (gross income less expenses) | 2017-02-28 | $-29,192 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $82,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $111,971 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $5,682 |
| 2016 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $34 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $38,396 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $29,678 |
| Total plan assets at end of year | 2016-02-29 | $111,971 |
| Total plan assets at beginning of year | 2016-02-29 | $150,333 |
| Value of fidelity bond covering the plan | 2016-02-29 | $200,000 |
| Other income received | 2016-02-29 | $34 |
| Net income (gross income less expenses) | 2016-02-29 | $-38,362 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $111,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $150,333 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $8,718 |
| 2015 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2015 401k financial data |
|---|
| Total income from all sources | 2015-02-28 | $164 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $39,863 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $32,194 |
| Total plan assets at end of year | 2015-02-28 | $150,333 |
| Total plan assets at beginning of year | 2015-02-28 | $190,032 |
| Value of fidelity bond covering the plan | 2015-02-28 | $200,000 |
| Other income received | 2015-02-28 | $164 |
| Net income (gross income less expenses) | 2015-02-28 | $-39,699 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $150,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $190,032 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $7,669 |
| 2014 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2014 401k financial data |
|---|
| Total income from all sources | 2014-02-28 | $336 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $38,220 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $27,568 |
| Total plan assets at end of year | 2014-02-28 | $190,032 |
| Total plan assets at beginning of year | 2014-02-28 | $227,916 |
| Value of fidelity bond covering the plan | 2014-02-28 | $200,000 |
| Other income received | 2014-02-28 | $336 |
| Net income (gross income less expenses) | 2014-02-28 | $-37,884 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $190,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $227,916 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $10,652 |
| 2013 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2013 401k financial data |
|---|
| Total income from all sources | 2013-02-28 | $2,617 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $49,988 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $39,185 |
| Total plan assets at end of year | 2013-02-28 | $227,916 |
| Total plan assets at beginning of year | 2013-02-28 | $275,287 |
| Value of fidelity bond covering the plan | 2013-02-28 | $200,000 |
| Other income received | 2013-02-28 | $2,617 |
| Net income (gross income less expenses) | 2013-02-28 | $-47,371 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $227,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $275,287 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $10,803 |
| 2012 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-29 | $2,702 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $65,944 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $57,839 |
| Total plan assets at end of year | 2012-02-29 | $275,287 |
| Total plan assets at beginning of year | 2012-02-29 | $338,529 |
| Value of fidelity bond covering the plan | 2012-02-29 | $200,000 |
| Other income received | 2012-02-29 | $2,702 |
| Net income (gross income less expenses) | 2012-02-29 | $-63,242 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $275,287 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $338,529 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-02-29 | $8,105 |
| 2011 : OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $5,209 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $49,170 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $35,528 |
| Total plan assets at end of year | 2011-02-28 | $338,529 |
| Total plan assets at beginning of year | 2011-02-28 | $382,490 |
| Value of fidelity bond covering the plan | 2011-02-28 | $200,000 |
| Other income received | 2011-02-28 | $5,209 |
| Net income (gross income less expenses) | 2011-02-28 | $-43,961 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $338,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $382,490 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-02-28 | $13,642 |
| 2021: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Multi-employer plan |
| 2021-03-01 | This submission is the final filing | Yes |
| 2021-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-03-01 | Plan is a collectively bargained plan | Yes |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
| 2020: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Multi-employer plan |
| 2020-03-01 | Plan is a collectively bargained plan | Yes |
| 2020-03-01 | Plan funding arrangement – Trust | Yes |
| 2020-03-01 | Plan benefit arrangement - Trust | Yes |
| 2019: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Multi-employer plan |
| 2019-03-01 | Plan is a collectively bargained plan | Yes |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Multi-employer plan |
| 2018-03-01 | Plan is a collectively bargained plan | Yes |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Multi-employer plan |
| 2017-03-01 | Plan is a collectively bargained plan | Yes |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Multi-employer plan |
| 2016-03-01 | Plan is a collectively bargained plan | Yes |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Multi-employer plan |
| 2015-03-01 | Submission has been amended | Yes |
| 2015-03-01 | Plan is a collectively bargained plan | Yes |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Multi-employer plan |
| 2014-03-01 | Plan is a collectively bargained plan | Yes |
| 2014-03-01 | Plan funding arrangement – Trust | Yes |
| 2014-03-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Multi-employer plan |
| 2013-03-01 | Plan is a collectively bargained plan | Yes |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Multi-employer plan |
| 2012-03-01 | Plan is a collectively bargained plan | Yes |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2011 form 5500 responses |
|---|
| 2011-03-01 | Type of plan entity | Multi-employer plan |
| 2011-03-01 | Plan is a collectively bargained plan | Yes |
| 2011-03-01 | Plan funding arrangement – Trust | Yes |
| 2011-03-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2010 form 5500 responses |
|---|
| 2010-03-01 | Type of plan entity | Multi-employer plan |
| 2010-03-01 | Plan is a collectively bargained plan | Yes |
| 2010-03-01 | Plan funding arrangement – Trust | Yes |
| 2010-03-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OFFICE & PROFESSIONAL EMPLOYEES IU WELFARE TRUST FOR RETIREES OF NATL BANK OF WASHINGTON 2009 form 5500 responses |
|---|
| 2009-03-01 | Type of plan entity | Multi-employer plan |
| 2009-03-01 | This submission is the final filing | No |
| 2009-03-01 | Plan is a collectively bargained plan | Yes |
| 2009-03-01 | Plan funding arrangement – Insurance | Yes |
| 2009-03-01 | Plan funding arrangement – Trust | Yes |
| 2009-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-03-01 | Plan benefit arrangement - Trust | Yes |
