2023 Form 5500 filing — The Nelson 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 20241003110426NAL0010447201001) for The Nelson Trust, reported by Board Of Trustees, The Nelson Trust under EIN 93-6041903 and plan number 501. It reports 935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003110426NAL0010447201001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, The Nelson Trust
- EIN
- 93-6041903
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,833,586
- Total liabilities (EOY)
- $1,601,317
- Net assets (EOY)
- $33,232,269
- Employer contributions
- $9,986,484
- Participant contributions
- $428,141
- Total income / additions
- $13,681,876
- Benefits paid
- $10,054,555
- Administrative expenses
- $1,183,472
- Total expenses
- $11,238,027
- Net increase / (decrease)
- $2,443,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Premera Blue Cross | NONE | $440,371 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $161,861 | not reported in the loaded dataset |
| Mercer Health & Benefits, LLC. | NONE | $143,700 | not reported in the loaded dataset |
| The Partners Group | NONE | $90,000 | not reported in the loaded dataset |
| Joseph L. Reinhart, P.C. | NONE | $87,979 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $70,114 | not reported in the loaded dataset |
| Moda Health | NONE | $38,159 | not reported in the loaded dataset |
| Us Bank N.A. | NONE | $34,661 | not reported in the loaded dataset |
| Rv Kuhns & Associates | NONE | $32,500 | not reported in the loaded dataset |
| Milliman | NONE | $5,000 | not reported in the loaded dataset |