401k Plan data: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN plan

NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 401k Plan overview

Plan Name	NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN
Plan identification number	001

NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.

Employer identification number (EIN): 931228867

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1996-10-24

Company Identification Number: 54243986

Legal Registered Office Address: 1127 BROADWAY STREET NE SUITE 310

SALEM
United States of America (USA)
97301

More information about NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KELLY DULONG 2023-09-24
001 2021-01-01 KELLY DULONG 2022-10-06
001 2020-01-01 KELLY DULONG 2021-10-13
001 2019-01-01 KELLY DULONG 2020-10-11
001 2018-01-01 KELLY DULONG 2019-09-29
001 2017-01-01 KELLY DULONG
001 2016-01-01 SUELYNN CALLAHAN 2017-07-26
001 2016-01-01 SUELYNN CALLAHAN 2017-07-25
001 2015-01-01 SUELYNN CALLAHAN 2016-07-25
001 2014-01-01 TONYA LYNCH 2015-08-24
001 2013-01-01 TONYA LYNCH 2014-08-05
001 2012-01-01 TONYA LYNCH 2013-09-20
001 2011-01-01 TONYA LYNCH 2012-08-20
001 2010-01-01 TONYA LYNCH 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KELLY DULONG	2023-09-24
001	2021-01-01	KELLY DULONG	2022-10-06
001	2020-01-01	KELLY DULONG	2021-10-13
001	2019-01-01	KELLY DULONG	2020-10-11
001	2018-01-01	KELLY DULONG	2019-09-29
001	2017-01-01	KELLY DULONG
001	2016-01-01	SUELYNN CALLAHAN	2017-07-26
001	2016-01-01	SUELYNN CALLAHAN	2017-07-25
001	2015-01-01	SUELYNN CALLAHAN	2016-07-25
001	2014-01-01	TONYA LYNCH	2015-08-24
001	2013-01-01	TONYA LYNCH	2014-08-05
001	2012-01-01	TONYA LYNCH	2013-09-20
001	2011-01-01	TONYA LYNCH	2012-08-20
001	2010-01-01	TONYA LYNCH	2011-10-17

Plan Statistics for NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN

401k plan membership statisitcs for NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN

Measure Date Value
2022: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 90
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 128
Number of participants with account balances 2022-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 107
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 34
Total of all active and inactive participants 2021-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 141
Number of participants with account balances 2021-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 95
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 117
Number of participants with account balances 2020-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 91
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 41
Total of all active and inactive participants 2019-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 132
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 89
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 131
Number of participants with account balances 2018-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 90
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 133
Number of participants with account balances 2017-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2022: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	90
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	128
Number of participants with account balances	2022-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	107
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	34
Total of all active and inactive participants	2021-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	141
Number of participants with account balances	2021-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	95
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	117
Number of participants with account balances	2020-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	91
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	41
Total of all active and inactive participants	2019-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	132
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	89
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	131
Number of participants with account balances	2018-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	90
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	133
Number of participants with account balances	2017-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN

Measure	Date	Value
2022 : NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,479,815
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,092,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,000,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,872,776
Value of total assets at end of year	2022-12-31	$19,838,891
Value of total assets at beginning of year	2022-12-31	$22,410,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$91,917
Total interest from all sources	2022-12-31	$-386,423
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$393,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$393,902
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,081,832
Participant contributions at end of year	2022-12-31	$2,978
Participant contributions at beginning of year	2022-12-31	$4,244
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$678
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$13,991
Total non interest bearing cash at end of year	2022-12-31	$2,947
Total non interest bearing cash at beginning of year	2022-12-31	$2,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,572,103
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$19,838,891
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,410,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,692,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,851,259
Interest on participant loans	2022-12-31	$152
Interest earned on other investments	2022-12-31	$-386,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,140,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,487,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,360,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$776,953
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$64,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,000,371
Contract administrator fees	2022-12-31	$91,917
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HOFFMAN, STEWART & SCHMIDT,P.C.
Accountancy firm EIN	2022-12-31	930743240
2021 : NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,818,661
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,234,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,140,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,283,218
Value of total assets at end of year	2021-12-31	$22,410,994
Value of total assets at beginning of year	2021-12-31	$19,826,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$94,403
Total interest from all sources	2021-12-31	$415,993
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$641,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$641,670
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,043,019
Participant contributions at end of year	2021-12-31	$4,244
Participant contributions at beginning of year	2021-12-31	$17,750
Participant contributions at end of year	2021-12-31	$678
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$413,072
Total non interest bearing cash at end of year	2021-12-31	$2,904
Total non interest bearing cash at beginning of year	2021-12-31	$13,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,584,206
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,410,994
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,826,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$16,851,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,741,555
Interest on participant loans	2021-12-31	$408
Interest earned on other investments	2021-12-31	$415,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,487,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,054,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,477,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$827,127
Employer contributions (assets) at end of year	2021-12-31	$64,177
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,140,052
Contract administrator fees	2021-12-31	$94,403
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HOFFMAN, STEWART & SCHMIDT,P.C.
Accountancy firm EIN	2021-12-31	930743240
2020 : NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,467,114
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$346,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$271,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,801,252
Value of total assets at end of year	2020-12-31	$19,826,788
Value of total assets at beginning of year	2020-12-31	$15,706,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$75,488
Total interest from all sources	2020-12-31	$387,537
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$427,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$427,873
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,024,518
Participant contributions at end of year	2020-12-31	$17,750
Participant contributions at beginning of year	2020-12-31	$22,703
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$5,766
Total non interest bearing cash at end of year	2020-12-31	$13,093
Total non interest bearing cash at beginning of year	2020-12-31	$2,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,120,351
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,826,788
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,706,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,741,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,275,145
Interest on participant loans	2020-12-31	$1,160
Interest earned on other investments	2020-12-31	$386,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,054,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,405,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,850,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$770,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$271,275
Contract administrator fees	2020-12-31	$75,488
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HOFFMAN, STEWART & SCHMIDT,P.C.
Accountancy firm EIN	2020-12-31	930743240
2019 : NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,254,183
Total income from all sources (including contributions)	2019-12-31	$4,254,183
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,794,457
Total of all expenses incurred	2019-12-31	$1,794,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,737,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,737,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,762,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,762,114
Value of total assets at end of year	2019-12-31	$15,706,437
Value of total assets at end of year	2019-12-31	$15,706,437
Value of total assets at beginning of year	2019-12-31	$13,246,711
Value of total assets at beginning of year	2019-12-31	$13,246,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$57,305
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$57,305
Total interest from all sources	2019-12-31	$58,614
Total interest from all sources	2019-12-31	$58,614
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$275,023
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$275,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$275,023
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$275,023
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$837,959
Contributions received from participants	2019-12-31	$837,959
Participant contributions at end of year	2019-12-31	$22,703
Participant contributions at end of year	2019-12-31	$22,703
Participant contributions at beginning of year	2019-12-31	$60,300
Participant contributions at beginning of year	2019-12-31	$60,300
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$197,389
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$197,389
Other income not declared elsewhere	2019-12-31	$22,172
Other income not declared elsewhere	2019-12-31	$22,172
Total non interest bearing cash at end of year	2019-12-31	$2,817
Total non interest bearing cash at end of year	2019-12-31	$2,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$2,459,726
Value of net income/loss	2019-12-31	$2,459,726
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,706,437
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,706,437
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,246,711
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,246,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,275,145
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,275,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,924,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$10,924,322
Interest on participant loans	2019-12-31	$1,311
Interest on participant loans	2019-12-31	$1,311
Interest earned on other investments	2019-12-31	$57,303
Interest earned on other investments	2019-12-31	$57,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,405,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,405,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,262,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,262,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,136,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,136,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$726,766
Contributions received in cash from employer	2019-12-31	$726,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,737,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,737,152
Contract administrator fees	2019-12-31	$57,305
Contract administrator fees	2019-12-31	$57,305
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm name	2019-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2019-12-31	930743240
Accountancy firm EIN	2019-12-31	930743240
2018 : NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$952,398
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,714,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,673,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,549,689
Value of total assets at end of year	2018-12-31	$13,246,711
Value of total assets at beginning of year	2018-12-31	$14,009,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,577
Total interest from all sources	2018-12-31	$59,824
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$189,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$189,954
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$697,694
Participant contributions at end of year	2018-12-31	$60,300
Participant contributions at beginning of year	2018-12-31	$98,636
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$144,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-762,544
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,246,711
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,009,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$10,924,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,652,364
Interest on participant loans	2018-12-31	$3,637
Interest earned on other investments	2018-12-31	$56,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,262,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,258,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-847,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$707,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,673,365
Contract administrator fees	2018-12-31	$41,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2018-12-31	930743240
2017 : NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,389,395
Total of all expenses incurred	2017-12-31	$648,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$625,298
Expenses. Certain deemed distributions of participant loans	2017-12-31	$9,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,663,683
Value of total assets at end of year	2017-12-31	$14,009,255
Value of total assets at beginning of year	2017-12-31	$11,268,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,759
Total interest from all sources	2017-12-31	$58,450
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$314,576
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$314,576
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$573,867
Participant contributions at end of year	2017-12-31	$98,636
Participant contributions at beginning of year	2017-12-31	$72,336
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$434,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,740,846
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,009,255
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,268,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,652,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$9,152,300
Interest on participant loans	2017-12-31	$3,030
Interest earned on other investments	2017-12-31	$55,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,258,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,043,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,352,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$655,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$625,298
Contract administrator fees	2017-12-31	$13,759
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN	2017-12-31	930743240

Form 5500 Responses for NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN

2022: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	46
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812571

Policy instance

Insurance contract or identification number	812571
Number of Individuals Covered	128
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	36
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812571

Policy instance

Insurance contract or identification number	812571
Number of Individuals Covered	125
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	36
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812571

Policy instance

Insurance contract or identification number	812571
Number of Individuals Covered	117
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812571

Policy instance

Insurance contract or identification number	812571
Number of Individuals Covered	117
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	37
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	33
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	43
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $654
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $379
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812571

Policy instance

Insurance contract or identification number	812571
Insurance policy start date	2018-08-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	114
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

60237

Policy instance

Insurance contract or identification number	60237
Number of Individuals Covered	55
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $637
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $463
Insurance broker organization code?	4
Insurance broker name	DALTON, SHAUN M

Potentially related plans

NORTHWEST ENERGY SYSTEMS OF WASHINGTON 401(K) PLAN [EIN = 800036227]

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Company Name:	NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.
Employer identification number (EIN):	931228867
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1996-10-24
Company Identification Number:	54243986
Legal Registered Office Address:	1127 BROADWAY STREET NE SUITE 310 SALEM United States of America (USA) 97301