Oregon Laborers-Employers Defined Contribution And 401(K) Plan — Form 5500 plan (Board Of Trustees-Oregon Laborers- Employers Pension Trust Fund)
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, Oregon Laborers-Employers Defined Contribution And 401(K) Plan is a benefit plan reported by Board Of Trustees-Oregon Laborers- Employers Pension Trust Fund under EIN 27-6434385 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,937 participants and $17,963,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Oregon Laborers- Employers Pension Trust Fund
- EIN
- 27-6434385
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 3,937
- End-of-year plan assets
- $17,963,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,937 | H, C | 20241015200755NAL0059501554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,963,737
- Total liabilities (EOY)
- $72,845
- Net assets (EOY)
- $17,890,892
- Net assets (BOY)
- $14,783,894
Income & contributions
- Employer contributions
- $1,571,308
- Participant contributions
- $673,640
- Total contributions
- $2,248,082
- Total income / additions
- $4,273,219
Expenses & distributions
- Benefits paid
- $779,063
- Administrative expenses
- $387,158
- Total expenses
- $1,166,221
- Net increase / (decrease)
- $3,106,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $236,553 | not reported in the loaded dataset | 2023 |
| William C. Earhart Co., Inc. | NONE | $65,402 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $20,903 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $20,468 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $14,967 | not reported in the loaded dataset | 2023 |
| Broadridge Matrix Trust Co. | NONE | $10,137 | $0 | 2023 |
| Olt Admin, LLC | LLC MEMBER | $8,851 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Oregon Laborers- Employers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Milliman, Inc. — Schedule C compensation
- William C. Earhart Co., Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Broadridge Matrix Trust Co. — Schedule C compensation
- Olt Admin, LLC — Schedule C compensation