2023 Form 5500 filing — Regional District Council 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 20241009160023NAL0010816323001) for Regional District Council Retirement Plan, reported by Board Of Trustees, Regional District Council Retirement Plan under EIN 73-6360525 and plan number 001. It reports 4,384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160023NAL0010816323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Regional District Council Retirement Plan
- EIN
- 73-6360525
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 4,384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,050,964
- Total liabilities (EOY)
- $1,538,662
- Net assets (EOY)
- $45,512,302
- Employer contributions
- $3,348,688
- Participant contributions
- $33,343
- Total income / additions
- $9,117,398
- Benefits paid
- $2,121,925
- Administrative expenses
- $535,631
- Total expenses
- $2,657,556
- Net increase / (decrease)
- $6,459,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William C. Earhart Company, Inc. | NONE | $180,368 | not reported in the loaded dataset |
| Acropolis Investment Management | NONE | $171,014 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $61,200 | not reported in the loaded dataset |
| Hartnett Reyes-Jones, LLC | NONE | $25,718 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $21,552 | $0 |