2023 Form 5500 filing — Regional District Council Welfare Plan And Trust
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 20250317190918NAL0002145217001) for Regional District Council Welfare Plan And Trust, reported by Board Of Trustees, Regional Dist. Council Welfareplan And Trust under EIN 56-2546659 and plan number 501. It reports 1,255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317190918NAL0002145217001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Regional Dist. Council Welfareplan And Trust
- EIN
- 56-2546659
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 1,255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,389,104
- Total liabilities (EOY)
- $530,043
- Net assets (EOY)
- $24,859,061
- Employer contributions
- $5,699,703
- Participant contributions
- $58,381
- Total income / additions
- $8,098,038
- Benefits paid
- $3,062,448
- Administrative expenses
- $1,347,691
- Total expenses
- $4,410,139
- Net increase / (decrease)
- $3,687,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna | NONE | $492,256 | $0 |
| William C. Earhart Company | NONE | $439,364 | not reported in the loaded dataset |
| Withumsmith&Brown, P.C. | NONE | $120,092 | not reported in the loaded dataset |
| The Segal Company | NONE | $119,957 | not reported in the loaded dataset |
| Acropolis Investment Management | NONE | $83,580 | not reported in the loaded dataset |
| Hartnett Reyes-Jones, LLC | NONE | $34,892 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $9,599 | not reported in the loaded dataset |
| Metropolitan Presort, Inc. | NONE | $6,439 | not reported in the loaded dataset |