Plan5500

2023 Form 5500 filing — Office & Professional Employees 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 20241008162424NAL0009891715001) for Office & Professional Employees Retirement Plan, reported by Board Of Trustees Office & Professional Employees Ret Plan under EIN 91-1337614 and plan number 001. It reports 2,845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008162424NAL0009891715001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Office & Professional Employees Ret Plan
EIN
91-1337614
Plan number
001
Location
Seattle, WA
Participants
2,845
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,783,135
Total liabilities (EOY)
$25,994
Net assets (EOY)
$30,757,141
Employer contributions
$2,245,003
Participant contributions
$1,209,527
Total income / additions
$8,000,719
Benefits paid
$2,473,535
Administrative expenses
$448,058
Total expenses
$2,921,593
Net increase / (decrease)
$5,079,126
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Benefit Administration Company, LLCTHIRD PARTY ADMINISTRATO$238,314not reported in the loaded dataset
Milliman, Inc.RECORDKEEPER$143,933not reported in the loaded dataset
Cliftonlarsonallen LlpAUDITOR$40,811not reported in the loaded dataset
Barlow Coughran Morales & JosephsonATTORNEY$11,400not reported in the loaded dataset
Bac Capital Advisors LLCINVESTMENT ADVISOR$9,600not reported in the loaded dataset

Related Form 5500 pages