2023 Form 5500 filing — Harrison Electrical Workers Trust Fund
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 20241015141508NAL0016593427006) for Harrison Electrical Workers Trust Fund, reported by Harrison Electrical Workers Trust Fund Board Of Trustees under EIN 93-6023048 and plan number 501. It reports 9,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141508NAL0016593427006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Harrison Electrical Workers Trust Fund Board Of Trustees
- EIN
- 93-6023048
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 9,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $407,670,527
- Total liabilities (EOY)
- $36,077,856
- Net assets (EOY)
- $371,592,671
- Employer contributions
- $151,296,875
- Participant contributions
- $4,891,375
- Total income / additions
- $198,955,806
- Benefits paid
- $148,091,341
- Administrative expenses
- $4,798,168
- Total expenses
- $152,889,509
- Net increase / (decrease)
- $46,066,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $3,027,808 | $0 |
| Ferguson & Wellman | INVESTMENT MANAGER | $719,292 | $0 |
| Canopy / Cascade Centers | EAP | $237,525 | not reported in the loaded dataset |
| Wells Fargo Community Banking | BANKING SERVICES | $143,672 | not reported in the loaded dataset |
| Wells Fargo Bank | INVESTMENT CUSTODIAN | $64,953 | not reported in the loaded dataset |
| Oregon-Columbia Neca | THIRD PARTY ADMINISTRATOR | $46,668 | not reported in the loaded dataset |
| Milliman Usa | ACTUARY | $39,000 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITOR | $38,800 | not reported in the loaded dataset |
| Thorp, Purdy, Jewett, Et Al | COLLECTION ATTORNEY | $33,270 | $0 |
| Brownstein Rask Llp | LEGAL COUNSEL | $24,724 | not reported in the loaded dataset |
| Corellian Software, Inc. | RECORDKEEPER | $21,607 | not reported in the loaded dataset |
| Joseph H. Herrle & Associates, Inc. | PLAN CONSULTANT | $16,980 | $0 |
| J.B. Nibley Insurance, Inc. | PLAN CONSULTANT | $16,980 | $0 |
| Bennett, Hartman, Morris, & Kaplan | COLLECTION ATTORNEY | $11,970 | $0 |