Hermiston, OR Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hermiston, OR has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $96,582,202 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$96,582,202
Total reported liabilities (EOY)
$1,718
Total reported net assets (EOY)
$96,580,484

Contributions & income

Employer contributions
$3,921,095
Participant contributions
$5,106,194
Total income / additions
$19,912,305

Expenses & distributions

Benefits paid / distributions
$6,118,766
Total expenses
$6,365,308
Net increase / (decrease)
$13,546,997

Coverage

Total reported participants
2,198
Plans with financial statements
4
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hermiston, OR plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Hermiston, OR
PlanSponsorReported assets (EOY)Year
Good Shepherd Health Care System Tax Sheltered Retirement PlanGood Shepherd Health Care System$81,798,9712023
Verns & Son Profit Sharing Plan & TrustVerns & Son Psp&T$7,860,7152023
Umatilla-Morrow Head Start, Inc. 403(B) PlanUmatilla-Morrow Head Start, Inc.$6,119,1552023
Sherrell Chevrolet Inc. 401(K) Profit Sharing Plan & TrustSherrell Chevrolet, Inc.$803,3612023
Good Shepherd Health And Welfare PlanGood Shepherd Health Care Systemnot reported in the loaded dataset2023

Related Form 5500 pages