2023 Form 5500 filing — Oregon Bakers Union Trust 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 20250903190759NAL0015466449001) for Oregon Bakers Union Trust Fund, reported by Board Of Trustees Of Oregon Bakers Union Trust Fund under EIN 93-0464898 and plan number 501. It reports 1,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250903190759NAL0015466449001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Oregon Bakers Union Trust Fund
- EIN
- 93-0464898
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 1,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,198,234
- Total liabilities (EOY)
- $94,110
- Net assets (EOY)
- $17,104,124
- Employer contributions
- $14,154,278
- Participant contributions
- $237,500
- Total income / additions
- $15,238,756
- Benefits paid
- $13,143,905
- Administrative expenses
- $364,817
- Total expenses
- $13,508,722
- Net increase / (decrease)
- $1,730,034
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William C. Earhart Company Inc. | NONE | $132,789 | not reported in the loaded dataset |
| Oregon Dental Service | NONE | $53,167 | not reported in the loaded dataset |
| Propel Insurance | NONE | $39,999 | $928 |
| Withumsmith+Brown, Pc | NONE | $36,666 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $31,673 | $0 |
| Barlow Coughran Morales & Josephson | NONE | $21,661 | not reported in the loaded dataset |
| Loomis Sayles & Co, Lp | NONE | $18,105 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $12,000 | not reported in the loaded dataset |