Lumber Industry Pension Plan — Form 5500 plan (Board Of Trustees, Cic-Forest Products Retirement)
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, Lumber Industry Pension Plan is a benefit plan reported by Board Of Trustees, Cic-Forest Products Retirement under EIN 45-6909074 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,834 participants and $152,317,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Cic-Forest Products Retirement
- EIN
- 45-6909074
- Plan number
- 002
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 5,834
- End-of-year plan assets
- $152,317,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,834 | H, C | 20241017145503NAL0033167041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,317,237
- Total liabilities (EOY)
- $84,205
- Net assets (EOY)
- $152,233,032
- Net assets (BOY)
- $158,693,079
Income & contributions
- Total income / additions
- $16,640,369
Expenses & distributions
- Benefits paid
- $22,043,140
- Administrative expenses
- $1,057,276
- Total expenses
- $23,100,416
- Net increase / (decrease)
- -$6,460,047
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $322,452 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $138,455 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $56,516 | not reported in the loaded dataset | 2023 |
| Vigilant Services, Inc. | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Rvk, Inc. | NONE | $43,125 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $33,848 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | NONE | $26,539 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | NONE | $24,537 | not reported in the loaded dataset | 2023 |
| Mfs Heritage Trust Company | NONE | $17,180 | $0 | 2023 |
| Propel Insurance | NONE | $0 | $10,076 | 2023 |
| Blackrock Institutional Trust Co | NONE | $9,479 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Cic-Forest Products Retirement
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Northwest Administrators, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Vigilant Services, Inc. — Schedule C compensation
- Rvk, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation