Associated General Contractors Health Benefit Trust — Form 5500 plan (Oregon-Columbia Chapter Agc Of America, Inc.)
Plain-English plan 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, Associated General Contractors Health Benefit Trust is a benefit plan reported by Oregon-Columbia Chapter Agc Of America, Inc. under EIN 23-7170147 and plan number 501. The latest loaded filing year is 2023. The filing reports 783 participants and $1,794,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon-Columbia Chapter Agc Of America, Inc.
- EIN
- 23-7170147
- Plan number
- 501
- Plan type
- 3
- Location
- Wilsonville, OR
- Latest filing year
- 2023
- Participants
- 783
- End-of-year plan assets
- $1,794,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 783 | H, C | 20250113152309NAL0010728211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,794,598
- Total liabilities (EOY)
- $33,846
- Net assets (EOY)
- $1,760,752
- Net assets (BOY)
- $1,591,806
Income & contributions
- Employer contributions
- $7,623,848
- Participant contributions
- $36,274
- Total contributions
- $7,660,122
- Total income / additions
- $7,854,891
Expenses & distributions
- Benefits paid
- $7,157,155
- Administrative expenses
- $528,790
- Total expenses
- $7,685,945
- Net increase / (decrease)
- $168,946
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jd Fulwiler & Co Insurance, Inc | NONE | $171,718 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions, Inc. | NONE | $67,918 | not reported in the loaded dataset | 2023 |
| Hub International Northwest, LLC | NONE | $36,904 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $24,927 | not reported in the loaded dataset | 2023 |
| Diversified Benefits Management | NONE | $24,492 | not reported in the loaded dataset | 2023 |
| K.P.D. Insurance LLC | NONE | $24,485 | not reported in the loaded dataset | 2023 |
| Cravinho & Jaeger Financial Service | NONE | $23,163 | not reported in the loaded dataset | 2023 |
| Mji Inc Dba Hagan Hamilton | NONE | $21,452 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $13,931 | not reported in the loaded dataset | 2023 |
| Golson Scruggs Insurance Inc | NONE | $13,178 | not reported in the loaded dataset | 2023 |
| Brown & Brown Northwest Insurance | NONE | $12,939 | not reported in the loaded dataset | 2023 |
| Parker Smith And Feek, Inc | NONE | $10,634 | not reported in the loaded dataset | 2023 |
| Huggins Insurance Services, Inc | NONE | $10,613 | not reported in the loaded dataset | 2023 |
| Laporte & Associates Inc | NONE | $8,043 | not reported in the loaded dataset | 2023 |
| Weis & Associates, Inc | NONE | $7,679 | not reported in the loaded dataset | 2023 |
| Nfp Corporate Services (Nw) Inc | NONE | $5,603 | not reported in the loaded dataset | 2023 |
| Cathy Merz Insurance, Cinc | NONE | $5,049 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon-Columbia Chapter Agc Of America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Wilsonville, OR
- Jd Fulwiler & Co Insurance, Inc — Schedule C compensation
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Hub International Northwest, LLC — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Diversified Benefits Management — Schedule C compensation
- K.P.D. Insurance LLC — Schedule C compensation
- Cravinho & Jaeger Financial Service — Schedule C compensation
- Mji Inc Dba Hagan Hamilton — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Golson Scruggs Insurance Inc — Schedule C compensation
- Brown & Brown Northwest Insurance — Schedule C compensation
- Parker Smith And Feek, Inc — Schedule C compensation
- Huggins Insurance Services, Inc — Schedule C compensation
- Laporte & Associates Inc — Schedule C compensation
- Weis & Associates, Inc — Schedule C compensation
- Nfp Corporate Services (Nw) Inc — Schedule C compensation
- Cathy Merz Insurance, Cinc — Schedule C compensation