2023 Form 5500 filing — Oregon Essential Workforce Health Care 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 20241202152504NAL0001736721001) for Oregon Essential Workforce Health Care Fund, reported by Board Of Trustees, Oregon Essential Workforce under EIN 32-0674647 and plan number 501. It reports 1,798 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202152504NAL0001736721001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Oregon Essential Workforce
- EIN
- 32-0674647
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 1,798
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,816,197
- Total liabilities (EOY)
- $2,547,240
- Net assets (EOY)
- $77,268,957
- Employer contributions
- $19,229,517
- Participant contributions
- $1,437
- Total income / additions
- $21,970,814
- Benefits paid
- $20,601,152
- Administrative expenses
- $3,032,675
- Total expenses
- $23,633,827
- Net increase / (decrease)
- -$1,663,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rise Partnership Inc. | NONE | $828,572 | not reported in the loaded dataset |
| Regence Bluecross Blueshield | NONE | $557,175 | not reported in the loaded dataset |
| Magnacare LLC | NONE | $400,533 | not reported in the loaded dataset |
| Dira Partners | NONE | $283,103 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $195,580 | not reported in the loaded dataset |
| Welfare & Pension Admin Svc | NONE | $124,538 | not reported in the loaded dataset |
| Slevin & Hart P.C. | NONE | $106,849 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $26,667 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $6,610 | not reported in the loaded dataset |