2023 Form 5500 filing — Cascade Pension Trust 401(K) 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 20241015173009NAL0015173459018) for Cascade Pension Trust 401(K) Plan, reported by Cascade Pension Trust 401(K)Plan Board Of Trustees under EIN 93-6105946 and plan number 002. It reports 1,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$58.8MReported net assets$58,846,238
Participants1.2K1,203
Provider compensation$41.4K3 Schedule C row(s)$41,408
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015173009NAL0015173459018
Plan sponsor
Cascade Pension Trust 401(K)Plan Board Of Trustees
EIN
93-6105946
Plan number
002
Location
Portland, OR
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$58.8M total assets
Net assets$58.8MLiabilities
Money in vs. money out
Total income / additions$11.3M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
EmployerNot reported
Participant$3.2M
Full reported line items
Total assets (EOY)
$58,846,238
Net assets (EOY)
$58,846,238
Participant contributions
$3,248,491
Total income / additions
$11,297,297
Benefits paid
$2,473,766
Administrative expenses
$74,058
Total expenses
$2,547,824
Net increase / (decrease)
$8,749,473
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MANAGEMENT · Direct $22.3K · Indirect $0
  2. 2
    THIRD PARTY ADMIN · Direct $14K
  3. 3
    INVESTMENT CUSTODIAN · Direct $5.2K

Related Form 5500 pages