2023 Form 5500 filing — Portland Police Association Benefit Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710120425NAL0008564691001) for Portland Police Association Benefit Trust, reported by Portland Police Association under EIN 93-1117662 and plan number 501. It reports 1,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240710120425NAL0008564691001
Filing year
2023
Form type
2
Plan sponsor
Portland Police Association
EIN
93-1117662
Plan number
501
Location
Portland, OR
Participants
1,406
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,997,564
Total liabilities (EOY)
$28,913
Net assets (EOY)
$31,968,651
Participant contributions
$2,507,044
Total income / additions
$5,674,710
Benefits paid
$1,923,570
Administrative expenses
$241,029
Total expenses
$2,164,599
Net increase / (decrease)
$3,510,111
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rehn & AssociatesNONE$145,034not reported in the loaded dataset
Wagner Law GroupNONE$68,511not reported in the loaded dataset
Payden & RygelNONE$43,798$0
Pauly, Rogers & Co., P.C.NONE$15,300not reported in the loaded dataset

Related Form 5500 pages