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OREGON FOOD BANK RETIREMENT PLAN 401k Plan overview

Plan NameOREGON FOOD BANK RETIREMENT PLAN
Plan identification number 002

OREGON FOOD BANK RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OREGON FOOD BANK has sponsored the creation of one or more 401k plans.

Company Name:OREGON FOOD BANK
Employer identification number (EIN):930785786
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON FOOD BANK RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01THERESA LONG
0022015-07-01THERESA LONG
0022014-07-01ANGELA BRYANT
0022013-07-01GINA TODD
0022012-07-01GINA TODD
0022011-07-01RUTH WALKOWSKI
0022010-07-01RUTH WALKOWSKI2011-11-28

Plan Statistics for OREGON FOOD BANK RETIREMENT PLAN

401k plan membership statisitcs for OREGON FOOD BANK RETIREMENT PLAN

Measure Date Value
2021: OREGON FOOD BANK RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01242
Total number of active participants reported on line 7a of the Form 55002021-07-01239
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0186
Total of all active and inactive participants2021-07-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01325
Number of participants with account balances2021-07-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: OREGON FOOD BANK RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01224
Total number of active participants reported on line 7a of the Form 55002020-07-01225
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0155
Total of all active and inactive participants2020-07-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01280
Number of participants with account balances2020-07-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: OREGON FOOD BANK RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01208
Total number of active participants reported on line 7a of the Form 55002019-07-01170
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0154
Total of all active and inactive participants2019-07-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01224
Number of participants with account balances2019-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: OREGON FOOD BANK RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01212
Total number of active participants reported on line 7a of the Form 55002018-07-01177
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0131
Total of all active and inactive participants2018-07-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01208
Number of participants with account balances2018-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: OREGON FOOD BANK RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01191
Total number of active participants reported on line 7a of the Form 55002017-07-01159
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0153
Total of all active and inactive participants2017-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01212
Number of participants with account balances2017-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: OREGON FOOD BANK RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01209
Total number of active participants reported on line 7a of the Form 55002016-07-01155
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0136
Total of all active and inactive participants2016-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01191
Number of participants with account balances2016-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: OREGON FOOD BANK RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01191
Total number of active participants reported on line 7a of the Form 55002015-07-01154
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0155
Total of all active and inactive participants2015-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01209
Number of participants with account balances2015-07-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: OREGON FOOD BANK RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01166
Total number of active participants reported on line 7a of the Form 55002014-07-01155
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0136
Total of all active and inactive participants2014-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01191
Number of participants with account balances2014-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0115
2013: OREGON FOOD BANK RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01137
Total number of active participants reported on line 7a of the Form 55002013-07-01137
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0129
Total of all active and inactive participants2013-07-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01166
Number of participants with account balances2013-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0115
2012: OREGON FOOD BANK RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01137
Total number of active participants reported on line 7a of the Form 55002012-07-01124
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01137
Number of participants with account balances2012-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: OREGON FOOD BANK RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01134
Total number of active participants reported on line 7a of the Form 55002011-07-01132
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-015
Total of all active and inactive participants2011-07-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01137
Number of participants with account balances2011-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0114

Financial Data on OREGON FOOD BANK RETIREMENT PLAN

Measure Date Value
2022 : OREGON FOOD BANK RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets from this plan2022-06-30$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$3,267
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$912,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$887,888
Expenses. Certain deemed distributions of participant loans2022-06-30$1,581
Value of total corrective distributions2022-06-30$14,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,682,889
Value of total assets at end of year2022-06-30$10,200,758
Value of total assets at beginning of year2022-06-30$11,109,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$8,857
Total interest from all sources2022-06-30$1,477
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$24,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$24,491
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$948,671
Participant contributions at end of year2022-06-30$43,996
Participant contributions at beginning of year2022-06-30$24,249
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$123,929
Other income not declared elsewhere2022-06-30$4,348
Administrative expenses (other) incurred2022-06-30$8,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-909,075
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,200,758
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$11,109,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,912,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,038,719
Interest on participant loans2022-06-30$1,477
Value of interest in common/collective trusts at end of year2022-06-30$66,990
Value of interest in common/collective trusts at beginning of year2022-06-30$46,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,710,297
Net investment gain or loss from common/collective trusts2022-06-30$359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$610,289
Employer contributions (assets) at end of year2022-06-30$177,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$887,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2022-06-30208092242
2021 : OREGON FOOD BANK RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$0
Total unrealized appreciation/depreciation of assets2021-06-30$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 paid2021-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,970,921
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,364,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,363,545
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,521,778
Value of total assets at end of year2021-06-30$11,109,833
Value of total assets at beginning of year2021-06-30$8,502,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$459
Total income from rents2021-06-30$0
Total interest from all sources2021-06-30$1,567
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$462,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$462,325
Assets. Real estate other than employer real property at end of year2021-06-30$0
Assets. Real estate other than employer real property at beginning of year2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$795,625
Participant contributions at end of year2021-06-30$24,249
Participant contributions at beginning of year2021-06-30$31,096
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$169,312
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 year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Assets. Loans (other than to participants) at end of year2021-06-30$0
Assets. Loans (other than to participants) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$146
Administrative expenses (other) incurred2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$2,606,917
Value of net assets at end of year (total assets less liabilities)2021-06-30$11,109,833
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,502,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$0
Assets. partnership/joint venture interests at beginning of year2021-06-30$0
Investment advisory and management fees2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,038,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$8,419,823
Interest on participant loans2021-06-30$1,567
Income. Interest from loans (other than to participants)2021-06-30$0
Interest earned on other investments2021-06-30$0
Income. Interest from US Government securities2021-06-30$0
Income. Interest from corporate debt instruments2021-06-30$0
Value of interest in master investment trust accounts at end of year2021-06-30$0
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$46,865
Value of interest in common/collective trusts at beginning of year2021-06-30$51,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Asset value of US Government securities at end of year2021-06-30$0
Asset value of US Government securities at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,984,318
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$787
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Assets. Value of employer real property at end of year2021-06-30$0
Assets. Value of employer real property at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$556,841
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Income. Dividends from preferred stock2021-06-30$0
Income. Dividends from common stock2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,363,545
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$0
Contract administrator fees2021-06-30$459
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$0
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2021-06-30208092242
2020 : OREGON FOOD BANK RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$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 paid2020-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,297,009
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$988,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$988,652
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,112,685
Value of total assets at end of year2020-06-30$8,502,916
Value of total assets at beginning of year2020-06-30$8,194,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$255
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$2,685
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$972,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$972,757
Assets. Real estate other than employer real property at end of year2020-06-30$0
Assets. Real estate other than employer real property at beginning of year2020-06-30$0
Administrative expenses professional fees incurred2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$601,878
Participant contributions at end of year2020-06-30$31,096
Participant contributions at beginning of year2020-06-30$58,435
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$50,660
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Assets. Loans (other than to participants) at end of year2020-06-30$0
Assets. Loans (other than to participants) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$38
Administrative expenses (other) incurred2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$308,102
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,502,916
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$8,194,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$0
Assets. partnership/joint venture interests at beginning of year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$8,419,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$7,847,999
Interest on participant loans2020-06-30$2,685
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$0
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in master investment trust accounts at end of year2020-06-30$0
Value of interest in master investment trust accounts at beginning of year2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$51,997
Value of interest in common/collective trusts at beginning of year2020-06-30$288,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-794,091
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$2,935
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Value of employer real property at end of year2020-06-30$0
Assets. Value of employer real property at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$460,147
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$988,652
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Contract administrator fees2020-06-30$255
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$0
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2020-06-30208092242
2019 : OREGON FOOD BANK RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$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$6,110
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,887,471
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$861,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$840,251
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,097,113
Value of total assets at end of year2019-06-30$8,194,814
Value of total assets at beginning of year2019-06-30$7,174,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$21,287
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$10,652
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$180,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$180,513
Assets. Real estate other than employer real property at end of year2019-06-30$0
Assets. Real estate other than employer real property at beginning of year2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$582,386
Participant contributions at end of year2019-06-30$58,435
Participant contributions at beginning of year2019-06-30$35,884
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$18,500
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$29,898
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 year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Assets. Loans (other than to participants) at end of year2019-06-30$0
Assets. Loans (other than to participants) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$6,110
Other income not declared elsewhere2019-06-30$2,284
Administrative expenses (other) incurred2019-06-30$0
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$1,025,933
Value of net assets at end of year (total assets less liabilities)2019-06-30$8,194,814
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$7,168,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$0
Assets. partnership/joint venture interests at beginning of year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$7,847,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,629,450
Interest on participant loans2019-06-30$3,708
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$6,944
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest in master investment trust accounts at end of year2019-06-30$0
Value of interest in master investment trust accounts at beginning of year2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$288,380
Value of interest in common/collective trusts at beginning of year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$474,672
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$594,200
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$2,709
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Value of employer real property at end of year2019-06-30$0
Assets. Value of employer real property at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$484,829
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$16,485
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$840,251
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$0
Contract administrator fees2019-06-30$21,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$0
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2019-06-30208092242
2018 : OREGON FOOD BANK RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$6,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$5,144
Total income from all sources (including contributions)2018-06-30$1,435,912
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$300,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$283,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$937,086
Value of total assets at end of year2018-06-30$7,174,991
Value of total assets at beginning of year2018-06-30$6,038,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$16,833
Total interest from all sources2018-06-30$12,908
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$496,431
Participant contributions at end of year2018-06-30$35,884
Participant contributions at beginning of year2018-06-30$22,741
Participant contributions at end of year2018-06-30$18,500
Participant contributions at beginning of year2018-06-30$14,736
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$16,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$6,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$5,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,135,489
Value of net assets at end of year (total assets less liabilities)2018-06-30$7,168,881
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$6,033,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$614
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$6,629,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,605,658
Interest on participant loans2018-06-30$1,447
Interest earned on other investments2018-06-30$11,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$474,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$377,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$485,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$424,058
Employer contributions (assets) at end of year2018-06-30$16,485
Employer contributions (assets) at beginning of year2018-06-30$17,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$283,590
Contract administrator fees2018-06-30$16,219
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2018-06-30208092242
2017 : OREGON FOOD BANK RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$5,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$7,111
Total income from all sources (including contributions)2017-06-30$1,492,629
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$438,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$419,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$850,388
Value of total assets at end of year2017-06-30$6,038,536
Value of total assets at beginning of year2017-06-30$4,986,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$18,281
Total interest from all sources2017-06-30$10,864
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$449,192
Participant contributions at end of year2017-06-30$22,741
Participant contributions at beginning of year2017-06-30$22,654
Participant contributions at end of year2017-06-30$14,736
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$8,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$5,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$7,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,054,376
Value of net assets at end of year (total assets less liabilities)2017-06-30$6,033,392
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,979,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,605,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,614,630
Interest on participant loans2017-06-30$1,180
Interest earned on other investments2017-06-30$9,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$377,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$348,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$631,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$392,841
Employer contributions (assets) at end of year2017-06-30$17,633
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$419,972
Contract administrator fees2017-06-30$18,281
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2017-06-30208092242
2016 : OREGON FOOD BANK RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$7,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$13,613
Total income from all sources (including contributions)2016-06-30$1,109,707
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$317,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$299,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,104,497
Value of total assets at end of year2016-06-30$4,986,127
Value of total assets at beginning of year2016-06-30$4,200,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$18,904
Total interest from all sources2016-06-30$10,778
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 year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$456,441
Participant contributions at end of year2016-06-30$22,654
Participant contributions at beginning of year2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$265,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$7,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$13,613
Administrative expenses (other) incurred2016-06-30$2,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$791,719
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,979,016
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,187,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,614,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,810,727
Interest on participant loans2016-06-30$719
Interest earned on other investments2016-06-30$10,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$348,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$390,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-5,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$382,886
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$299,084
Contract administrator fees2016-06-30$16,736
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2016-06-30208092242
2015 : OREGON FOOD BANK RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$13,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$13,201
Total income from all sources (including contributions)2015-06-30$818,275
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$538,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$520,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$713,897
Value of total assets at end of year2015-06-30$4,200,910
Value of total assets at beginning of year2015-06-30$3,921,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$18,183
Total interest from all sources2015-06-30$11,123
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 year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$363,164
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$12,820
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$24,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$13,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$13,201
Administrative expenses (other) incurred2015-06-30$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$279,437
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,187,297
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,907,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,810,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,426,375
Interest earned on other investments2015-06-30$11,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$390,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$459,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$93,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$325,754
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$21,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$520,655
Contract administrator fees2015-06-30$17,983
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2015-06-30208092242
2014 : OREGON FOOD BANK RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$13,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$12,144
Total income from all sources (including contributions)2014-06-30$1,161,309
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$649,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$631,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$626,260
Value of total assets at end of year2014-06-30$3,921,061
Value of total assets at beginning of year2014-06-30$3,408,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$18,015
Total interest from all sources2014-06-30$10,564
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 year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$323,541
Participant contributions at end of year2014-06-30$12,820
Participant contributions at beginning of year2014-06-30$12,346
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$9,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$13,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$12,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$511,869
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,907,860
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,395,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,426,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,915,126
Interest earned on other investments2014-06-30$10,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$459,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$457,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$524,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30Yes
Contributions received in cash from employer2014-06-30$293,510
Employer contributions (assets) at end of year2014-06-30$21,983
Employer contributions (assets) at beginning of year2014-06-30$23,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$631,425
Contract administrator fees2014-06-30$18,015
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2014-06-30208092242
2013 : OREGON FOOD BANK RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$12,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$19,782
Total income from all sources (including contributions)2013-06-30$1,013,229
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$952,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$935,513
Value of total corrective distributions2013-06-30$59
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$618,875
Value of total assets at end of year2013-06-30$3,408,135
Value of total assets at beginning of year2013-06-30$3,355,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$17,138
Total interest from all sources2013-06-30$12,222
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 year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$311,672
Participant contributions at end of year2013-06-30$12,346
Participant contributions at beginning of year2013-06-30$12,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$12,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$19,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$60,519
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,395,991
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,335,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,915,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,587,231
Interest earned on other investments2013-06-30$12,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$457,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$719,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$382,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$307,203
Employer contributions (assets) at end of year2013-06-30$23,261
Employer contributions (assets) at beginning of year2013-06-30$35,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$935,513
Contract administrator fees2013-06-30$17,138
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2013-06-30208092242
2012 : OREGON FOOD BANK RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$19,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$17,446
Total income from all sources (including contributions)2012-06-30$572,835
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$124,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$106,831
Value of total corrective distributions2012-06-30$165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$570,320
Value of total assets at end of year2012-06-30$3,355,254
Value of total assets at beginning of year2012-06-30$2,904,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$17,106
Total interest from all sources2012-06-30$17,011
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 year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$273,720
Participant contributions at end of year2012-06-30$12,651
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$19,782
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$17,446
Administrative expenses (other) incurred2012-06-30$727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$448,733
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,335,472
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,886,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,587,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,372,665
Interest earned on other investments2012-06-30$17,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$719,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$531,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-14,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$294,022
Employer contributions (assets) at end of year2012-06-30$35,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$106,831
Contract administrator fees2012-06-30$16,379
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WORTHY & COMPANY, LLC
Accountancy firm EIN2012-06-30208092242

Form 5500 Responses for OREGON FOOD BANK RETIREMENT PLAN

2021: OREGON FOOD BANK RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: OREGON FOOD BANK RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: OREGON FOOD BANK RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: OREGON FOOD BANK RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: OREGON FOOD BANK RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: OREGON FOOD BANK RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: OREGON FOOD BANK RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: OREGON FOOD BANK RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: OREGON FOOD BANK RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: OREGON FOOD BANK RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: OREGON FOOD BANK RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number533-800009
Policy instance 1
Insurance contract or identification number533-800009
Number of Individuals Covered0
Insurance policy start date2018-07-01
Insurance policy end date2018-12-10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number533-80009
Policy instance 1
Insurance contract or identification number533-80009
Number of Individuals Covered208
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $782
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number533-80009
Policy instance 1
Insurance contract or identification number533-80009
Number of Individuals Covered20
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,416
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,416
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number533-80009
Policy instance 1
Insurance contract or identification number533-80009
Number of Individuals Covered16
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,503
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,503
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number533-80009
Policy instance 1
Insurance contract or identification number533-80009
Number of Individuals Covered19
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,484
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,484
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number533-80009
Policy instance 1
Insurance contract or identification number533-80009
Number of Individuals Covered130
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,758
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,758
Insurance broker organization code?3
Insurance broker nameAMERIPRISE FINANCIAL SERVICES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number533-80009
Policy instance 1
Insurance contract or identification number533-80009
Number of Individuals Covered116
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $2,119
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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