2023 Form 5500 filing — Oregon Laborers-Employers Defined Contribution And 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 20241015200755NAL0059501554001) for Oregon Laborers-Employers Defined Contribution And 401(K) Plan, reported by Board Of Trustees-Oregon Laborers- Employers Pension Trust Fund under EIN 27-6434385 and plan number 001. It reports 3,937 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200755NAL0059501554001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Oregon Laborers- Employers Pension Trust Fund
- EIN
- 27-6434385
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 3,937
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,963,737
- Total liabilities (EOY)
- $72,845
- Net assets (EOY)
- $17,890,892
- Employer contributions
- $1,571,308
- Participant contributions
- $673,640
- Total income / additions
- $4,273,219
- Benefits paid
- $779,063
- Administrative expenses
- $387,158
- Total expenses
- $1,166,221
- Net increase / (decrease)
- $3,106,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $236,553 | not reported in the loaded dataset |
| William C. Earhart Co., Inc. | NONE | $65,402 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $20,903 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $20,468 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $14,967 | not reported in the loaded dataset |
| Broadridge Matrix Trust Co. | NONE | $10,137 | $0 |
| Olt Admin, LLC | LLC MEMBER | $8,851 | not reported in the loaded dataset |