2023 Form 5500 filing — Umta 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 20250415125340NAL0003282241001) for Umta Trust, reported by United Metal Trades Association Of Oregon under EIN 93-6029224 and plan number 501. It reports 1,447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415125340NAL0003282241001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Metal Trades Association Of Oregon
- EIN
- 93-6029224
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 1,447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,895,094
- Total liabilities (EOY)
- $3,273,911
- Net assets (EOY)
- $36,621,183
- Employer contributions
- $16,376,786
- Participant contributions
- $128,786
- Total income / additions
- $19,343,646
- Benefits paid
- $15,991,935
- Administrative expenses
- $2,558,886
- Total expenses
- $18,550,821
- Net increase / (decrease)
- $792,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Us Benefits Inc. | SUBSIDIARY OF UMTA | $902,904 | not reported in the loaded dataset |
| Uea, Inc. | SUBSIDIARY OF UMTA | $700,119 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co. | NONE | $445,697 | not reported in the loaded dataset |
| Welldynerx, LLC | NONE | $102,480 | not reported in the loaded dataset |
| Quest Investment Management | NONE | $93,028 | $0 |
| Barran Liebman | NONE | $72,049 | not reported in the loaded dataset |
| Zipari, Inc. | NONE | $65,687 | not reported in the loaded dataset |
| The Partners Group, LLC | NONE | $61,250 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $26,531 | not reported in the loaded dataset |
| Us Bank | NONE | $25,910 | $0 |
| Prism Health Group, LLC | NONE | $18,000 | not reported in the loaded dataset |