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Form 5500 · Retirement plan · SPOKANE, WA

COWLES COMPANY

The filing calls this plan COWLES COMPANY RETIREMENT PLAN.

COWLES COMPANY of SPOKANE, WA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Septemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0420030 · plan 001 · plan year 2025, filed Jul 14, 2026

Participants at the start of the year
365
Contracts on file
1
Contract value
—
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANY—0September—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
COWLES COMPANY
EIN 91-0420030
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$24,408
paid directly by the plan
AGILIS
ACTUARY · EIN 04-3513306
$92,768
paid directly by the plan
D A DAVIDSON AND CO
INVESTMENT ADVISORY · EIN 81-0139474
$15,000
paid directly by the plan
DBT
Accounting and audit · EIN 91-1900424
$10,000
paid directly by the plan
PRINCIPAL GLOBAL INVESTORS, LLC
INVESTMENT ADVISORY · EIN 42-1479618
$18,099
paid directly by the plan
MORRISON & FOERSTER LLP
LEGAL · EIN 94-0697210
$6,224
paid directly by the plan
BANKERS TRUST COMPANY
TRUSTEE · EIN 42-0127385
$54,753
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Paid out in benefits
$84,394,334
Participants at the start of the year
365

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 91-1900424
DBT
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$10,000

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

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