2023 Form 5500 filing — Seiu Local 503 Retirement Plan
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 20241007114543NAL0027338320001) for Seiu Local 503 Retirement Plan, reported by Seiu Local 503, Oregon Public Employees Union under EIN 93-0323147 and plan number 002. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007114543NAL0027338320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seiu Local 503, Oregon Public Employees Union
- EIN
- 93-0323147
- Plan number
- 002
- Location
- Salem, OR
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,039,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,039,450
- Employer contributions
- $2,211,847
- Participant contributions
- $325,232
- Total income / additions
- $6,679,266
- Benefits paid
- $2,312,575
- Administrative expenses
- $109,256
- Total expenses
- $2,422,677
- Net increase / (decrease)
- $4,256,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aldrich Wealth Advisor | NONE | $78,977 | not reported in the loaded dataset |
| Northwest Plan Services | NONE | $22,229 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $8,050 | $0 |