2023 Form 5500 filing — Western Glaziers Retirement 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 20250515184353NAL0045298594001) for Western Glaziers Retirement Plan, reported by Board Of Trustees Of Western Glaziers Retirement Plan under EIN 93-6074376 and plan number 001. It reports 1,031 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515184353NAL0045298594001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Western Glaziers Retirement Plan
- EIN
- 93-6074376
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,031
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,153,970
- Total liabilities (EOY)
- $69,037
- Net assets (EOY)
- $199,084,933
- Employer contributions
- $8,085,334
- Total income / additions
- $26,401,980
- Benefits paid
- $9,784,721
- Administrative expenses
- $936,922
- Total expenses
- $10,721,643
- Net increase / (decrease)
- $15,680,337
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $158,116 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $101,510 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $84,880 | not reported in the loaded dataset |
| Segal Advisors, Inc. | NONE | $80,833 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $41,224 | $0 |
| Brownstein Rask, Llp | NONE | $38,033 | not reported in the loaded dataset |
| William C. Earhart Co., Inc. | NONE | $32,249 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $31,104 | not reported in the loaded dataset |
| Bny Mellon | NONE | $5,822 | $0 |