2023 Form 5500 filing — Pension Plan Of The Oregon Sheet Metal Workers Master Retirement 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 20241014122745NAL0052236530001) for Pension Plan Of The Oregon Sheet Metal Workers Master Retirement Trust, reported by Bot - Oregon Sheet Metal Workers Master Retirement Trust under EIN 93-6018501 and plan number 001. It reports 3,383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122745NAL0052236530001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot - Oregon Sheet Metal Workers Master Retirement Trust
- EIN
- 93-6018501
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 3,383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $487,166,065
- Total liabilities (EOY)
- $3,972,406
- Net assets (EOY)
- $483,193,659
- Employer contributions
- $28,885,366
- Total income / additions
- $89,731,906
- Benefits paid
- $32,152,905
- Administrative expenses
- $1,272,896
- Total expenses
- $33,425,801
- Net increase / (decrease)
- $56,306,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles Trust Company, LLC | NONE | $190,094 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $178,336 | not reported in the loaded dataset |
| Verus Advisory, Inc | NONE | $159,875 | not reported in the loaded dataset |
| The William C. Earhart Company, Inc | NONE | $130,146 | not reported in the loaded dataset |
| Comerica Bank | PARTY-IN-INTEREST | $109,977 | $0 |
| Milliman | NONE | $75,037 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $60,393 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $55,285 | not reported in the loaded dataset |
| Ogletree, Deakins, Nash, Et Al. | NONE | $42,065 | not reported in the loaded dataset |
| Linda Larkin | NONE | $32,464 | not reported in the loaded dataset |
| Withum Smith+Brown, Pc | NONE | $29,366 | not reported in the loaded dataset |
| Hamilton Lane Advisors, L.L.C. | NONE | $0 | $24,700 |
| Metropresort | NONE | $7,254 | not reported in the loaded dataset |
| Us Bank Of Oregon | NONE | $5,769 | not reported in the loaded dataset |