2023 Form 5500 filing — Operative Plasterers Local No 82 Pension 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 20241015170203NAL0030427361020) for Operative Plasterers Local No 82 Pension Fund, reported by Plasterer'S Pension Trust under EIN 93-6075453 and plan number 001. It reports 290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170203NAL0030427361020
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Plasterer'S Pension Trust
- EIN
- 93-6075453
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,368,032
- Total liabilities (EOY)
- $50,400
- Net assets (EOY)
- $37,317,632
- Employer contributions
- $1,086,772
- Total income / additions
- $24,036,283
- Benefits paid
- $3,888,454
- Administrative expenses
- $458,087
- Total expenses
- $4,346,541
- Net increase / (decrease)
- $19,689,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | not reported in the loaded dataset | $113,260 | not reported in the loaded dataset |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $105,369 | not reported in the loaded dataset |
| Verus Investments | not reported in the loaded dataset | $63,333 | not reported in the loaded dataset |
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $51,620 | not reported in the loaded dataset |
| Ullico | not reported in the loaded dataset | not reported in the loaded dataset | $40,807 |
| Middleton & Co. Cpa Pc | not reported in the loaded dataset | $30,000 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | not reported in the loaded dataset | $24,679 | not reported in the loaded dataset |
| Harbor Funds | not reported in the loaded dataset | not reported in the loaded dataset | $22,446 |
| Bhms Large Cap Val Ii | not reported in the loaded dataset | not reported in the loaded dataset | $19,894 |
| Principal Global Inv Core Plus Bond | not reported in the loaded dataset | not reported in the loaded dataset | $17,952 |
| Pimco | not reported in the loaded dataset | not reported in the loaded dataset | $17,320 |
| Quest Investment Management | not reported in the loaded dataset | $15,499 | not reported in the loaded dataset |
| Hudson Insurance Co. | not reported in the loaded dataset | $13,098 | not reported in the loaded dataset |
| Assoc. Industries Ins Co Inc | not reported in the loaded dataset | $11,302 | not reported in the loaded dataset |
| U.S. Bank National Assoc. | not reported in the loaded dataset | $9,443 | not reported in the loaded dataset |
| Beazley Breach Response Select | not reported in the loaded dataset | $5,570 | not reported in the loaded dataset |