401k Plan data: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND plan

WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 401k Plan overview

Plan Name	WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND
Plan identification number	001

WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WASHINGTON- OREGON FURNITURE WORKERS PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name: WASHINGTON- OREGON FURNITURE WORKERS PENSION PLAN

Employer identification number (EIN): 516049525

NAIC Classification: 337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 RONALD L MOORE
001 2017-07-01 RONALD L MOORE
001 2016-07-01
001 2015-07-01 RONALD L MOORE
001 2014-07-01 RONALD L MOORE
001 2013-07-01 RONALD L MOORE
001 2012-07-01 RONALD L MOORE
001 2011-07-01 ALLAN MOORE
001 2010-07-01 ALLAN MOORE
001 2009-07-01 ALLAN MOORE
001 2009-07-01 ALLAN MOORE
001 2009-07-01 ALLAN MOORE
001 2009-07-01 ALLAN MOORE
001 2009-07-01 ALLAN MOORE
001 2009-07-01 ALLAN MOORE
001 2009-07-01 ALLAN MOORE

Plan Statistics for WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND

401k plan membership statisitcs for WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND

Measure Date Value
2022: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2022 401k membership
Total participants, beginning-of-year 2022-07-01 87
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 0
Number of retired or separated participants receiving benefits 2022-07-01 64
Number of other retired or separated participants entitled to future benefits 2022-07-01 19
Total of all active and inactive participants 2022-07-01 83
Total participants 2022-07-01 83
Number of employers contributing to the scheme 2022-07-01 0
2021: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 75
Number of retired or separated participants receiving benefits 2021-07-01 70
Total of all active and inactive participants 2021-07-01 70
Total participants 2021-07-01 70
Number of employers contributing to the scheme 2021-07-01 0
2020: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 81
Number of retired or separated participants receiving benefits 2020-07-01 75
Total of all active and inactive participants 2020-07-01 75
Total participants 2020-07-01 75
Number of employers contributing to the scheme 2020-07-01 0
2011: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 199
Number of retired or separated participants receiving benefits 2011-07-01 128
Number of other retired or separated participants entitled to future benefits 2011-07-01 31
Total of all active and inactive participants 2011-07-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 19
Total participants 2011-07-01 178
Number of employers contributing to the scheme 2011-07-01 21
2010: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2010 401k membership
Total participants, beginning-of-year 2010-07-01 221
Number of retired or separated participants receiving benefits 2010-07-01 140
Number of other retired or separated participants entitled to future benefits 2010-07-01 40
Total of all active and inactive participants 2010-07-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 19
Total participants 2010-07-01 199
2009: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 221
Number of retired or separated participants receiving benefits 2009-07-01 168
Number of other retired or separated participants entitled to future benefits 2009-07-01 36
Total of all active and inactive participants 2009-07-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 17
Total participants 2009-07-01 221
Number of employers contributing to the scheme 2009-07-01 3

Measure	Date	Value
2022: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2022 401k membership
Total participants, beginning-of-year	2022-07-01	87
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	0
Number of retired or separated participants receiving benefits	2022-07-01	64
Number of other retired or separated participants entitled to future benefits	2022-07-01	19
Total of all active and inactive participants	2022-07-01	83
Total participants	2022-07-01	83
Number of employers contributing to the scheme	2022-07-01	0
2021: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	75
Number of retired or separated participants receiving benefits	2021-07-01	70
Total of all active and inactive participants	2021-07-01	70
Total participants	2021-07-01	70
Number of employers contributing to the scheme	2021-07-01	0
2020: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	81
Number of retired or separated participants receiving benefits	2020-07-01	75
Total of all active and inactive participants	2020-07-01	75
Total participants	2020-07-01	75
Number of employers contributing to the scheme	2020-07-01	0
2011: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	199
Number of retired or separated participants receiving benefits	2011-07-01	128
Number of other retired or separated participants entitled to future benefits	2011-07-01	31
Total of all active and inactive participants	2011-07-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	19
Total participants	2011-07-01	178
Number of employers contributing to the scheme	2011-07-01	21
2010: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2010 401k membership
Total participants, beginning-of-year	2010-07-01	221
Number of retired or separated participants receiving benefits	2010-07-01	140
Number of other retired or separated participants entitled to future benefits	2010-07-01	40
Total of all active and inactive participants	2010-07-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	19
Total participants	2010-07-01	199
2009: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	221
Number of retired or separated participants receiving benefits	2009-07-01	168
Number of other retired or separated participants entitled to future benefits	2009-07-01	36
Total of all active and inactive participants	2009-07-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	17
Total participants	2009-07-01	221
Number of employers contributing to the scheme	2009-07-01	3

Financial Data on WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND

Measure	Date	Value
2023 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2023 401k financial data
Transfers to/from the plan	2023-06-30	$0
Total plan liabilities at end of year	2023-06-30	$0
Total plan liabilities at beginning of year	2023-06-30	$0
Total income from all sources	2023-06-30	$52,520
Expenses. Total of all expenses incurred	2023-06-30	$67,966
Benefits paid (including direct rollovers)	2023-06-30	$34,871
Total plan assets at end of year	2023-06-30	$21,423
Total plan assets at beginning of year	2023-06-30	$36,869
Expenses. Other expenses not covered elsewhere	2023-06-30	$10,095
Other income received	2023-06-30	$52,520
Net income (gross income less expenses)	2023-06-30	$-15,446
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$21,423
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$36,869
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$23,000
2022 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2022 401k financial data
Total income from all sources	2022-06-30	$63,058
Expenses. Total of all expenses incurred	2022-06-30	$45,039
Benefits paid (including direct rollovers)	2022-06-30	$37,649
Total plan assets at end of year	2022-06-30	$36,868
Total plan assets at beginning of year	2022-06-30	$18,849
Other income received	2022-06-30	$63,058
Net income (gross income less expenses)	2022-06-30	$18,019
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$36,868
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$18,849
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$7,390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-06-30	$0
2021 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$0
Total plan liabilities at beginning of year	2021-06-30	$0
Total income from all sources	2021-06-30	$51,889
Expenses. Total of all expenses incurred	2021-06-30	$56,925
Benefits paid (including direct rollovers)	2021-06-30	$41,212
Total plan assets at end of year	2021-06-30	$18,849
Total plan assets at beginning of year	2021-06-30	$23,885
Other income received	2021-06-30	$51,889
Net income (gross income less expenses)	2021-06-30	$-5,036
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$18,849
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$23,885
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$15,713
2020 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$61,473
Total of all expenses incurred	2020-06-30	$63,450
Value of total assets at end of year	2020-06-30	$23,885
Value of total assets at beginning of year	2020-06-30	$25,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$63,450
Total interest from all sources	2020-06-30	$473
Administrative expenses professional fees incurred	2020-06-30	$891
Other income not declared elsewhere	2020-06-30	$61,000
Administrative expenses (other) incurred	2020-06-30	$55,259
Total non interest bearing cash at end of year	2020-06-30	$7,203
Total non interest bearing cash at beginning of year	2020-06-30	$4,884
Value of net income/loss	2020-06-30	$-1,977
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$23,885
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$25,862
Investment advisory and management fees	2020-06-30	$7,300
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$16,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$20,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$20,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$473
2019 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2019 401k financial data
Total transfer of assets to this plan	2019-06-30	$7,056
Total income from all sources (including contributions)	2019-06-30	$12,117
Total of all expenses incurred	2019-06-30	$26,472
Value of total assets at end of year	2019-06-30	$25,862
Value of total assets at beginning of year	2019-06-30	$33,161
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$26,472
Total interest from all sources	2019-06-30	$435
Administrative expenses professional fees incurred	2019-06-30	$16,450
Other income not declared elsewhere	2019-06-30	$11,682
Administrative expenses (other) incurred	2019-06-30	$172
Total non interest bearing cash at end of year	2019-06-30	$4,884
Value of net income/loss	2019-06-30	$-14,355
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$25,862
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$33,161
Investment advisory and management fees	2019-06-30	$9,850
Value of interest in pooled separate accounts at end of year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$20,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$33,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$33,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$435
2018 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$2,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$2,800
Total income from all sources (including contributions)	2018-06-30	$71,325
Total of all expenses incurred	2018-06-30	$64,395
Value of total assets at end of year	2018-06-30	$39,317
Value of total assets at beginning of year	2018-06-30	$33,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$55,995
Total interest from all sources	2018-06-30	$325
Administrative expenses professional fees incurred	2018-06-30	$3,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$2,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$2,800
Other income not declared elsewhere	2018-06-30	$71,000
Administrative expenses (other) incurred	2018-06-30	$52,995
Total non interest bearing cash at end of year	2018-06-30	$6,156
Total non interest bearing cash at beginning of year	2018-06-30	$3,157
Value of net income/loss	2018-06-30	$6,930
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$37,217
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$30,287
Value of interest in common/collective trusts at end of year	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$33,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$29,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$29,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$325
2017 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$2,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$1,350
Total income from all sources (including contributions)	2017-06-30	$73,445
Total of all expenses incurred	2017-06-30	$77,622
Value of total assets at end of year	2017-06-30	$33,087
Value of total assets at beginning of year	2017-06-30	$35,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$77,622
Total interest from all sources	2017-06-30	$145
Administrative expenses professional fees incurred	2017-06-30	$3,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$2,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$1,350
Other income not declared elsewhere	2017-06-30	$73,300
Administrative expenses (other) incurred	2017-06-30	$74,622
Total non interest bearing cash at end of year	2017-06-30	$3,157
Total non interest bearing cash at beginning of year	2017-06-30	$3,307
Value of net income/loss	2017-06-30	$-4,177
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$30,287
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$34,464
Value of interest in common/collective trusts at end of year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$29,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$32,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$32,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$145
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	MICHAEL KANDER, CPA
Accountancy firm EIN	2017-06-30	260174629
2016 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$1,350
Total income from all sources (including contributions)	2016-06-30	$80,135
Total of all expenses incurred	2016-06-30	$87,361
Value of total assets at end of year	2016-06-30	$35,814
Value of total assets at beginning of year	2016-06-30	$41,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$73,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$1,350
Other income not declared elsewhere	2016-06-30	$80,135
Administrative expenses (other) incurred	2016-06-30	$73,241
Total non interest bearing cash at end of year	2016-06-30	$3,307
Total non interest bearing cash at beginning of year	2016-06-30	$10,077
Value of net income/loss	2016-06-30	$-7,226
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$34,464
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$41,690
Value of interest in common/collective trusts at end of year	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$32,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$31,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$31,613
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	MICHAEL KANDER, CPA
Accountancy firm EIN	2016-06-30	260174629
2015 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2015 401k financial data
Total transfer of assets to this plan	2015-06-30	$87,600
Total of all expenses incurred	2015-06-30	$88,641
Value of total assets at end of year	2015-06-30	$41,690
Value of total assets at beginning of year	2015-06-30	$42,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$68,963
Administrative expenses (other) incurred	2015-06-30	$68,963
Total non interest bearing cash at end of year	2015-06-30	$10,077
Total non interest bearing cash at beginning of year	2015-06-30	$6,855
Value of net income/loss	2015-06-30	$-88,641
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$41,690
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$42,731
Value of interest in common/collective trusts at end of year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$31,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$35,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$35,876
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	MICHAEL KANDER, CPA
Accountancy firm EIN	2015-06-30	260174629
2014 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2014 401k financial data
Total transfer of assets to this plan	2014-06-30	$89,900
Total transfer of assets from this plan	2014-06-30	$74,080
Total income from all sources (including contributions)	2014-06-30	$-10,612
Total of all expenses incurred	2014-06-30	$8,178
Value of total assets at end of year	2014-06-30	$42,731
Value of total assets at beginning of year	2014-06-30	$45,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$3,000
Total interest from all sources	2014-06-30	$-10,612
Administrative expenses professional fees incurred	2014-06-30	$3,000
Total non interest bearing cash at end of year	2014-06-30	$6,855
Total non interest bearing cash at beginning of year	2014-06-30	$33
Value of net income/loss	2014-06-30	$-18,790
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$42,731
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$45,701
Interest earned on other investments	2014-06-30	$-10,612
Value of interest in common/collective trusts at end of year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$35,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$45,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$45,668
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	RONALD J. BASSAGE, CPA, PPLC
Accountancy firm EIN	2014-06-30	880183380
2013 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2013 401k financial data
Total transfer of assets to this plan	2013-06-30	$132,100
Total transfer of assets from this plan	2013-06-30	$103,807
Value of total assets at end of year	2013-06-30	$45,701
Value of total assets at beginning of year	2013-06-30	$17,408
Total non interest bearing cash at end of year	2013-06-30	$33
Total non interest bearing cash at beginning of year	2013-06-30	$91
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$45,701
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$17,408
Value of interest in common/collective trusts at end of year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$45,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$17,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$17,317
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	RONALD J. BASSAGE, CPA, PLLC
Accountancy firm EIN	2013-06-30	880183380
2012 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$108,900
Total of all expenses incurred	2012-06-30	$110,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$87,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$108,900
Value of total assets at end of year	2012-06-30	$17,408
Value of total assets at beginning of year	2012-06-30	$19,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$23,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$3,000
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$50,000
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$108,900
Administrative expenses (other) incurred	2012-06-30	$418
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	$-1,883
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$17,408
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$19,291
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
Investment advisory and management fees	2012-06-30	$9,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$17,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$19,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$19,291
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$87,665
Contract administrator fees	2012-06-30	$10,125
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	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	RONALD J. BASSAGE, CPA, PLLC
Accountancy firm EIN	2012-06-30	880183380
2011 : WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$119,709
Total of all expenses incurred	2011-06-30	$121,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$99,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$119,704
Value of total assets at end of year	2011-06-30	$19,291
Value of total assets at beginning of year	2011-06-30	$21,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$22,901
Total interest from all sources	2011-06-30	$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	Yes
Administrative expenses professional fees incurred	2011-06-30	$3,000
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$50,000
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$119,704
Administrative expenses (other) incurred	2011-06-30	$1,996
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	$-2,287
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$19,291
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$21,578
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
Investment advisory and management fees	2011-06-30	$9,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$19,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$21,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$21,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$5
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$99,095
Contract administrator fees	2011-06-30	$8,100
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	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	OVIST & HOWARD
Accountancy firm EIN	2011-06-30	880183380

Form 5500 Responses for WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND

2022: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2022 form 5500 responses
2022-07-01	Type of plan entity	Multi-employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	DFE (Diect Filing Entity)
2018: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	DFE (Diect Filing Entity)
2017: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	DFE (Diect Filing Entity)
2016: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	DFE (Diect Filing Entity)
2015: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	DFE (Diect Filing Entity)
2014: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	DFE (Diect Filing Entity)
2013: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	DFE (Diect Filing Entity)
2013-07-01	Submission has been amended	Yes
2012: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	DFE (Diect Filing Entity)
2011: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2010 form 5500 responses
2010-07-01	Type of plan entity	Mulitple employer plan
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WASHINGTON - OREGON FURNITURE WORKERS PENSION FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

796012

Policy instance

Insurance contract or identification number	796012
Number of Individuals Covered	129
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

796012

Policy instance

Insurance contract or identification number	796012
Number of Individuals Covered	153
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

796012

Policy instance

Insurance contract or identification number	796012
Number of Individuals Covered	185
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

796012

Policy instance

Insurance contract or identification number	796012
Number of Individuals Covered	185
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

WASHINGTON - ST. TAMMANY ELECTRIC COOPERATIVE, INC. EMPLOYEES' SAVINGS PLAN AND TRUST [EIN = 726027617]

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Company Name:	WASHINGTON- OREGON FURNITURE WORKERS PENSION PLAN
Employer identification number (EIN):	516049525
NAIC Classification:	337000