401k Plan data: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE plan

403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE
Plan identification number	003

403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PLANNED PARENTHOOD COLUMBIA WILLIAMETTE has sponsored the creation of one or more 401k plans.

Company Name: PLANNED PARENTHOOD COLUMBIA WILLIAMETTE

Employer identification number (EIN): 936031270

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2017-07-01
003 2016-07-01 MELISA KERN MELISA KERN 2018-04-13
003 2015-07-01 MELISA KERN
003 2014-07-01 MELISA KERN
003 2013-07-01 MELISA KERN
003 2012-07-01 MELISA KERN
003 2011-07-01 CINDY HOOKER
003 2009-07-01 CINDY HOOKER
003 2009-07-01 CINDY HOOKER
003 2009-07-01 CINDY HOOKER

Plan Statistics for 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE

Measure Date Value
2021: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2021 401k membership
Total participants, beginning-of-year 2021-07-01 315
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 241
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 88
Total of all active and inactive participants 2021-07-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 329
Number of participants with account balances 2021-07-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2020 401k membership
Total participants, beginning-of-year 2020-07-01 315
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 226
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 87
Total of all active and inactive participants 2020-07-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 313
Number of participants with account balances 2020-07-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2019 401k membership
Total participants, beginning-of-year 2019-07-01 319
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 230
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 85
Total of all active and inactive participants 2019-07-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 315
Number of participants with account balances 2019-07-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2018 401k membership
Total participants, beginning-of-year 2018-07-01 317
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 222
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 92
Total of all active and inactive participants 2018-07-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 314
Number of participants with account balances 2018-07-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2017 401k membership
Total participants, beginning-of-year 2017-07-01 311
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 255
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 80
Total of all active and inactive participants 2017-07-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 335
Number of participants with account balances 2017-07-01 245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2016 401k membership
Total participants, beginning-of-year 2016-07-01 339
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 230
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 78
Total of all active and inactive participants 2016-07-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 308
Number of participants with account balances 2016-07-01 216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2015 401k membership
Total participants, beginning-of-year 2015-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 158
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 132
Total of all active and inactive participants 2015-07-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 290
Number of participants with account balances 2015-07-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 12
2014: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2014 401k membership
Total participants, beginning-of-year 2014-07-01 262
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 131
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 140
Total of all active and inactive participants 2014-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 271
Number of participants with account balances 2014-07-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 12
2013: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2013 401k membership
Total participants, beginning-of-year 2013-07-01 248
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 136
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 126
Total of all active and inactive participants 2013-07-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 262
Number of participants with account balances 2013-07-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2012 401k membership
Total participants, beginning-of-year 2012-07-01 233
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 138
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 110
Total of all active and inactive participants 2012-07-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 248
Number of participants with account balances 2012-07-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2011 401k membership
Total participants, beginning-of-year 2011-07-01 251
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 149
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 102
Total of all active and inactive participants 2011-07-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 251
Number of participants with account balances 2011-07-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2009 401k membership
Total participants, beginning-of-year 2009-07-01 204
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 135
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 73
Total of all active and inactive participants 2009-07-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 208
Number of participants with account balances 2009-07-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2021 401k membership
Total participants, beginning-of-year	2021-07-01	315
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	241
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	88
Total of all active and inactive participants	2021-07-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	329
Number of participants with account balances	2021-07-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2020 401k membership
Total participants, beginning-of-year	2020-07-01	315
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	226
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	87
Total of all active and inactive participants	2020-07-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	313
Number of participants with account balances	2020-07-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2019 401k membership
Total participants, beginning-of-year	2019-07-01	319
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	230
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	85
Total of all active and inactive participants	2019-07-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	315
Number of participants with account balances	2019-07-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2018 401k membership
Total participants, beginning-of-year	2018-07-01	317
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	222
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	92
Total of all active and inactive participants	2018-07-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	314
Number of participants with account balances	2018-07-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2017 401k membership
Total participants, beginning-of-year	2017-07-01	311
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	255
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	80
Total of all active and inactive participants	2017-07-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	335
Number of participants with account balances	2017-07-01	245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2016 401k membership
Total participants, beginning-of-year	2016-07-01	339
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	230
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	78
Total of all active and inactive participants	2016-07-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	308
Number of participants with account balances	2016-07-01	216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2015 401k membership
Total participants, beginning-of-year	2015-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	158
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	132
Total of all active and inactive participants	2015-07-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	290
Number of participants with account balances	2015-07-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	12
2014: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2014 401k membership
Total participants, beginning-of-year	2014-07-01	262
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	131
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	140
Total of all active and inactive participants	2014-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	271
Number of participants with account balances	2014-07-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	12
2013: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2013 401k membership
Total participants, beginning-of-year	2013-07-01	248
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	136
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	126
Total of all active and inactive participants	2013-07-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	262
Number of participants with account balances	2013-07-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2012 401k membership
Total participants, beginning-of-year	2012-07-01	233
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	138
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	110
Total of all active and inactive participants	2012-07-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	248
Number of participants with account balances	2012-07-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2011 401k membership
Total participants, beginning-of-year	2011-07-01	251
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	149
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	102
Total of all active and inactive participants	2011-07-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	251
Number of participants with account balances	2011-07-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2009 401k membership
Total participants, beginning-of-year	2009-07-01	204
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	135
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	73
Total of all active and inactive participants	2009-07-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	208
Number of participants with account balances	2009-07-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE

Measure	Date	Value
2022 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 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	$-297,652
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,215,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,184,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,316,252
Value of total assets at end of year	2022-06-30	$9,445,468
Value of total assets at beginning of year	2022-06-30	$10,958,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$31,141
Total interest from all sources	2022-06-30	$2,543
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$250,164
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	$250,164
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	$1,032,650
Participant contributions at end of year	2022-06-30	$41,595
Participant contributions at beginning of year	2022-06-30	$99,521
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$17,288
Other income not declared elsewhere	2022-06-30	$10
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	$-1,513,286
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$9,445,468
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$10,958,754
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	$84
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,364,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$10,821,077
Interest on participant loans	2022-06-30	$1,679
Interest earned on other investments	2022-06-30	$301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$19,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$18,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$18,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$19,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$19,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,866,621
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	$266,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,184,493
Contract administrator fees	2022-06-30	$31,057
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
Accountancy firm EIN	2022-06-30	910189318
2021 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$0
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2021-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,820,188
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$502,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$474,678
Expenses. Certain deemed distributions of participant loans	2021-06-30	$0
Value of total corrective distributions	2021-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,189,716
Value of total assets at end of year	2021-06-30	$10,958,754
Value of total assets at beginning of year	2021-06-30	$7,640,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$27,590
Total income from rents	2021-06-30	$0
Total interest from all sources	2021-06-30	$5,427
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$247,220
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	$247,220
Administrative expenses professional fees incurred	2021-06-30	$0
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
Amount of non-exempt transactions with any party-in-interest	2021-06-30	$0
Contributions received from participants	2021-06-30	$901,170
Participant contributions at end of year	2021-06-30	$99,521
Participant contributions at beginning of year	2021-06-30	$134,206
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$240
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$27,862
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$0
Other income not declared elsewhere	2021-06-30	$5
Administrative expenses (other) incurred	2021-06-30	$0
Liabilities. Value of operating payables at beginning of year	2021-06-30	$0
Total non interest bearing cash at end of year	2021-06-30	$0
Total non interest bearing cash at beginning of year	2021-06-30	$0
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
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$3,317,920
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$10,958,754
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$7,640,834
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2021-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2021-06-30	$0
Investment advisory and management fees	2021-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$10,821,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$7,469,026
Interest on participant loans	2021-06-30	$4,581
Income. Interest from loans (other than to participants)	2021-06-30	$0
Interest earned on other investments	2021-06-30	$320
Income. Interest from US Government securities	2021-06-30	$0
Income. Interest from corporate debt instruments	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$18,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$18,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$18,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$19,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$19,082
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,377,820
Net investment gain/loss from pooled separate accounts	2021-06-30	$0
Net investment gain or loss from common/collective trusts	2021-06-30	$0
Net gain/loss from 103.12 investment entities	2021-06-30	$0
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	$260,684
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Income. Dividends from preferred stock	2021-06-30	$0
Income. Dividends from common stock	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$474,678
Contract administrator fees	2021-06-30	$27,590
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$0
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
Aggregate proceeds on sale of assets	2021-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-06-30	$0
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 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$0
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2020-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,496,882
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$896,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$873,901
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Value of total corrective distributions	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,268,454
Value of total assets at end of year	2020-06-30	$7,640,834
Value of total assets at beginning of year	2020-06-30	$7,040,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$22,468
Total income from rents	2020-06-30	$0
Total interest from all sources	2020-06-30	$7,802
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$149,858
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	$149,858
Administrative expenses professional fees incurred	2020-06-30	$0
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
Amount of non-exempt transactions with any party-in-interest	2020-06-30	$0
Contributions received from participants	2020-06-30	$761,978
Participant contributions at end of year	2020-06-30	$134,206
Participant contributions at beginning of year	2020-06-30	$89,747
Participant contributions at end of year	2020-06-30	$240
Participant contributions at beginning of year	2020-06-30	$29,078
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$272,211
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$4,852
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	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$15
Administrative expenses (other) incurred	2020-06-30	$95
Liabilities. Value of operating payables at beginning of year	2020-06-30	$0
Total non interest bearing cash at end of year	2020-06-30	$0
Total non interest bearing cash at beginning of year	2020-06-30	$0
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
Income. Non cash contributions	2020-06-30	$0
Value of net income/loss	2020-06-30	$600,513
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,640,834
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$7,040,321
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-06-30	$0
Investment advisory and management fees	2020-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$7,469,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$6,586,226
Interest on participant loans	2020-06-30	$5,263
Income. Interest from loans (other than to participants)	2020-06-30	$0
Interest earned on other investments	2020-06-30	$2,006
Income. Interest from US Government securities	2020-06-30	$0
Income. Interest from corporate debt instruments	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$18,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$17,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$17,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$19,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$309,079
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$70,753
Net investment gain/loss from pooled separate accounts	2020-06-30	$0
Net investment gain or loss from common/collective trusts	2020-06-30	$0
Net gain/loss from 103.12 investment entities	2020-06-30	$0
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	$234,265
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$8,425
Income. Dividends from preferred stock	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$869,049
Contract administrator fees	2020-06-30	$22,373
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
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
Aggregate proceeds on sale of assets	2020-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
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 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$0
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2019-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,302,308
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$460,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$437,097
Expenses. Certain deemed distributions of participant loans	2019-06-30	$0
Value of total corrective distributions	2019-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$971,836
Value of total assets at end of year	2019-06-30	$7,040,321
Value of total assets at beginning of year	2019-06-30	$6,198,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$23,277
Total income from rents	2019-06-30	$0
Total interest from all sources	2019-06-30	$8,684
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$108,279
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	$108,279
Administrative expenses professional fees incurred	2019-06-30	$0
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
Amount of non-exempt transactions with any party-in-interest	2019-06-30	$0
Contributions received from participants	2019-06-30	$695,739
Participant contributions at end of year	2019-06-30	$89,747
Participant contributions at beginning of year	2019-06-30	$12,190
Participant contributions at end of year	2019-06-30	$29,078
Participant contributions at beginning of year	2019-06-30	$25,151
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$78,348
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$7,270
Administrative expenses (other) incurred	2019-06-30	$48
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$0
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
Income. Non cash contributions	2019-06-30	$0
Value of net income/loss	2019-06-30	$841,934
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$7,040,321
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$6,198,387
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-06-30	$0
Investment advisory and management fees	2019-06-30	$44
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$6,586,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$5,782,338
Interest on participant loans	2019-06-30	$2,765
Income. Interest from loans (other than to participants)	2019-06-30	$0
Interest earned on other investments	2019-06-30	$5,401
Income. Interest from US Government securities	2019-06-30	$0
Income. Interest from corporate debt instruments	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$17,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$17,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$17,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$309,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$304,452
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$206,239
Net investment gain/loss from pooled separate accounts	2019-06-30	$0
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Net gain/loss from 103.12 investment entities	2019-06-30	$0
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	$197,749
Employer contributions (assets) at end of year	2019-06-30	$8,425
Employer contributions (assets) at beginning of year	2019-06-30	$56,990
Income. Dividends from preferred stock	2019-06-30	$0
Income. Dividends from common stock	2019-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$437,097
Contract administrator fees	2019-06-30	$23,185
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$0
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
Aggregate proceeds on sale of assets	2019-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-06-30	$0
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 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$0
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	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
Expenses. Interest paid	2018-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,320,952
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$331,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$309,974
Expenses. Certain deemed distributions of participant loans	2018-06-30	$0
Value of total corrective distributions	2018-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$829,091
Value of total assets at end of year	2018-06-30	$6,198,387
Value of total assets at beginning of year	2018-06-30	$5,209,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$21,813
Total income from rents	2018-06-30	$0
Total interest from all sources	2018-06-30	$1,788
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$111,764
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	$111,764
Administrative expenses professional fees incurred	2018-06-30	$0
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
Amount of non-exempt transactions with any party-in-interest	2018-06-30	$0
Contributions received from participants	2018-06-30	$570,441
Participant contributions at end of year	2018-06-30	$12,190
Participant contributions at beginning of year	2018-06-30	$5,999
Participant contributions at end of year	2018-06-30	$25,151
Participant contributions at beginning of year	2018-06-30	$19,426
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$22,565
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Other income not declared elsewhere	2018-06-30	$4,808
Administrative expenses (other) incurred	2018-06-30	$0
Liabilities. Value of operating payables at beginning of year	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	$0
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
Income. Non cash contributions	2018-06-30	$0
Value of net income/loss	2018-06-30	$989,165
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$6,198,387
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$5,209,222
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-06-30	$0
Investment advisory and management fees	2018-06-30	$90
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$5,782,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$5,167,017
Interest on participant loans	2018-06-30	$275
Income. Interest from loans (other than to participants)	2018-06-30	$0
Interest earned on other investments	2018-06-30	$1,010
Income. Interest from US Government securities	2018-06-30	$0
Income. Interest from corporate debt instruments	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$17,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$16,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$16,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$304,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$373,501
Net investment gain/loss from pooled separate accounts	2018-06-30	$0
Net investment gain or loss from common/collective trusts	2018-06-30	$0
Net gain/loss from 103.12 investment entities	2018-06-30	$0
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	$236,085
Employer contributions (assets) at end of year	2018-06-30	$56,990
Employer contributions (assets) at beginning of year	2018-06-30	$0
Income. Dividends from preferred stock	2018-06-30	$0
Income. Dividends from common stock	2018-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$309,974
Contract administrator fees	2018-06-30	$21,723
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
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
Aggregate proceeds on sale of assets	2018-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-06-30	$0
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	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2018-06-30	930743240
2017 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$0
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total transfer of assets to this plan	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Expenses. Interest paid	2017-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,184,435
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,832,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,808,559
Expenses. Certain deemed distributions of participant loans	2017-06-30	$11,764
Value of total corrective distributions	2017-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$575,998
Value of total assets at end of year	2017-06-30	$5,209,222
Value of total assets at beginning of year	2017-06-30	$5,857,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$12,426
Total income from rents	2017-06-30	$0
Total interest from all sources	2017-06-30	$6,220
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$4,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$4,082
Administrative expenses professional fees incurred	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Amount of non-exempt transactions with any party-in-interest	2017-06-30	$0
Contributions received from participants	2017-06-30	$493,089
Participant contributions at end of year	2017-06-30	$5,999
Participant contributions at beginning of year	2017-06-30	$18,840
Participant contributions at end of year	2017-06-30	$19,426
Participant contributions at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$82,909
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$1,858
Administrative expenses (other) incurred	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Total non interest bearing cash at end of year	2017-06-30	$0
Total non interest bearing cash at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Income. Non cash contributions	2017-06-30	$0
Value of net income/loss	2017-06-30	$-648,314
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,209,222
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$5,857,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-06-30	$0
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-06-30	$0
Investment advisory and management fees	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$5,167,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,710,062
Interest on participant loans	2017-06-30	$106
Income. Interest from loans (other than to participants)	2017-06-30	$0
Interest earned on other investments	2017-06-30	$6,114
Income. Interest from US Government securities	2017-06-30	$0
Income. Interest from corporate debt instruments	2017-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$16,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,128,634
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$596,277
Net investment gain/loss from pooled separate accounts	2017-06-30	$0
Net investment gain or loss from common/collective trusts	2017-06-30	$0
Net gain/loss from 103.12 investment entities	2017-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$0
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$0
Income. Dividends from preferred stock	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,808,559
Contract administrator fees	2017-06-30	$12,426
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$0
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2017-06-30	930743240
2016 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$450,619
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$903,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$900,467
Expenses. Certain deemed distributions of participant loans	2016-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$519,724
Value of total assets at end of year	2016-06-30	$5,857,536
Value of total assets at beginning of year	2016-06-30	$6,310,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,849
Total interest from all sources	2016-06-30	$12,716
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$462,558
Participant contributions at end of year	2016-06-30	$18,840
Participant contributions at beginning of year	2016-06-30	$45,948
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$12,514
Other income not declared elsewhere	2016-06-30	$0
Administrative expenses (other) incurred	2016-06-30	$2,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-452,697
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$5,857,536
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$6,310,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,710,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,112,791
Interest on participant loans	2016-06-30	$0
Interest earned on other investments	2016-06-30	$12,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,128,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,151,494
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$0
Net investment gain/loss from pooled separate accounts	2016-06-30	$-81,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$44,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$900,467
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2016-06-30	930743240
2015 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$665,392
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$214,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$214,939
Expenses. Certain deemed distributions of participant loans	2015-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$419,110
Value of total assets at end of year	2015-06-30	$6,310,233
Value of total assets at beginning of year	2015-06-30	$5,859,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$0
Total interest from all sources	2015-06-30	$12,041
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$419,104
Participant contributions at end of year	2015-06-30	$45,947
Participant contributions at beginning of year	2015-06-30	$97,254
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$0
Other income not declared elsewhere	2015-06-30	$0
Administrative expenses (other) incurred	2015-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$450,453
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$6,310,233
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,859,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,112,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,754,276
Interest on participant loans	2015-06-30	$0
Interest earned on other investments	2015-06-30	$12,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,151,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,008,250
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$0
Net investment gain/loss from pooled separate accounts	2015-06-30	$234,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$214,939
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2015-06-30	930743240
2014 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,242,198
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$676,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$676,631
Expenses. Certain deemed distributions of participant loans	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$431,769
Value of total assets at end of year	2014-06-30	$5,859,780
Value of total assets at beginning of year	2014-06-30	$5,294,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$12,572
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$431,693
Participant contributions at end of year	2014-06-30	$97,254
Participant contributions at beginning of year	2014-06-30	$125,278
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$0
Other income not declared elsewhere	2014-06-30	$109
Administrative expenses (other) incurred	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$565,567
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,859,780
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$5,294,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,754,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,101,935
Interest on participant loans	2014-06-30	$0
Interest earned on other investments	2014-06-30	$12,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,008,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$1,067,000
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$0
Net investment gain/loss from pooled separate accounts	2014-06-30	$797,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$76
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$676,631
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN	2014-06-30	930743240
2013 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$934,156
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$223,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$223,526
Expenses. Certain deemed distributions of participant loans	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$438,160
Value of total assets at end of year	2013-06-30	$5,294,213
Value of total assets at beginning of year	2013-06-30	$4,583,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$17,341
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$402,486
Participant contributions at end of year	2013-06-30	$116,150
Participant contributions at beginning of year	2013-06-30	$59,373
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$35,674
Other income not declared elsewhere	2013-06-30	$33
Administrative expenses (other) incurred	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$710,630
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$5,294,213
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,583,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,101,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,421,495
Interest on participant loans	2013-06-30	$0
Interest earned on other investments	2013-06-30	$17,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$1,076,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$1,102,715
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$0
Net investment gain/loss from pooled separate accounts	2013-06-30	$478,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$223,526
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2013-06-30	930743240
2012 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$509,781
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$230,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$230,727
Expenses. Certain deemed distributions of participant loans	2012-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$475,978
Value of total assets at end of year	2012-06-30	$4,583,583
Value of total assets at beginning of year	2012-06-30	$4,304,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$21,337
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$100,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$409,008
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$66,970
Other income not declared elsewhere	2012-06-30	$0
Administrative expenses (other) incurred	2012-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$279,054
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,583,583
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,304,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,421,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,274,941
Interest on participant loans	2012-06-30	$0
Interest earned on other investments	2012-06-30	$21,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$1,162,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$1,029,588
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$0
Net investment gain/loss from pooled separate accounts	2012-06-30	$12,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$230,727
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2012-06-30	930743240
2011 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,122,503
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$116,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$116,366
Expenses. Certain deemed distributions of participant loans	2011-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$474,837
Value of total assets at end of year	2011-06-30	$4,304,529
Value of total assets at beginning of year	2011-06-30	$3,298,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$20,687
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$320,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$396,780
Participant contributions at end of year	2011-06-30	$88,382
Participant contributions at beginning of year	2011-06-30	$8,060
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$30,177
Other income not declared elsewhere	2011-06-30	$0
Administrative expenses (other) incurred	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,006,137
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,304,529
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$3,298,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,274,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$2,589,686
Interest on participant loans	2011-06-30	$0
Interest earned on other investments	2011-06-30	$20,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$941,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$700,646
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$0
Net investment gain/loss from pooled separate accounts	2011-06-30	$626,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$47,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$116,366
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	HOFFMAN, STEWART & SCHMIDT
Accountancy firm EIN	2011-06-30	930743240
2010 : 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE

2021: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
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	Yes
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: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
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	Yes
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: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
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	Yes
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: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
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	Yes
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: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	Yes
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	Yes
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
2016: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: 403(B) THRIFT PLAN OF PLANNED PARENTHOOD OF THE COLUMBIA/ WILLAMETTE 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	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	329
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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	313
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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	315
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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	314
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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	335
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

094228E

Policy instance

Insurance contract or identification number	094228E
Number of Individuals Covered	13
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

094228E

Policy instance

Insurance contract or identification number	094228E
Number of Individuals Covered	290
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $669
Are there contracts with allocated funds for individual policies?	No
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	1
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?	No
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	669
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	SEATTLE REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

094228E

Policy instance

Insurance contract or identification number	094228E
Number of Individuals Covered	271
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,676
Are there contracts with allocated funds for individual policies?	No
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	1
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?	No
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	1676
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	SEATTLE REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

094228E

Policy instance

Insurance contract or identification number	094228E
Number of Individuals Covered	262
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $349
Are there contracts with allocated funds for individual policies?	No
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	1
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?	No
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	349
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	SEATTLE REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

094228E

Policy instance

Insurance contract or identification number	094228E
Number of Individuals Covered	248
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $491
Are there contracts with allocated funds for individual policies?	No
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	1
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?	No
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	137
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	ADAM REUGH

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

094228E

Policy instance

Insurance contract or identification number	094228E
Number of Individuals Covered	251
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,044
Are there contracts with allocated funds for individual policies?	No
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	1
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?	No
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

094228E

Policy instance

Insurance contract or identification number	094228E
Number of Individuals Covered	251
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $412
Are there contracts with allocated funds for individual policies?	No
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	1
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?	No
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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Company Name:	PLANNED PARENTHOOD COLUMBIA WILLIAMETTE
Employer identification number (EIN):	936031270
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)