Clackamas County Sheriff'S Office Independent Retiree Medical Trust — Form 5500 plan (Clackamas County Sheriff'S Office Independent Retiree Medical Trust)
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, Clackamas County Sheriff'S Office Independent Retiree Medical Trust is a benefit plan reported by Clackamas County Sheriff'S Office Independent Retiree Medical Trust under EIN 47-1948283 and plan number 501. The latest loaded filing year is 2023. The filing reports 132 participants and $6,252,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clackamas County Sheriff'S Office Independent Retiree Medical Trust
- EIN
- 47-1948283
- Plan number
- 501
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $6,252,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20250305170007NAL0004676691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,252,435
- Total liabilities (EOY)
- $142,129
- Net assets (EOY)
- $6,110,306
- Net assets (BOY)
- $5,577,202
Income & contributions
- Employer contributions
- $1,366,038
- Participant contributions
- $368,249
- Total contributions
- $1,734,287
- Total income / additions
- $2,355,128
Expenses & distributions
- Benefits paid
- $1,719,165
- Administrative expenses
- $102,859
- Total expenses
- $1,822,024
- Net increase / (decrease)
- $533,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The William C. Earhart Company, Inc | THIRD PARTY ADMINISTRATOR | $36,000 | not reported in the loaded dataset | 2023 |
| Bartel Associates LLC | ACTUARY | $19,685 | not reported in the loaded dataset | 2023 |
| Northwest Capital Management, Inc | INVESTMENT MANAGER | $13,828 | not reported in the loaded dataset | 2023 |
| Platform Cpas, Llp | AUDITOR | $11,185 | not reported in the loaded dataset | 2023 |
| Joseph L. Reinhart, P.C. | LEGAL COUNSEL | $6,028 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clackamas County Sheriff'S Office Independent Retiree Medical Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- The William C. Earhart Company, Inc — Schedule C compensation
- Bartel Associates LLC — Schedule C compensation
- Northwest Capital Management, Inc — Schedule C compensation
- Platform Cpas, Llp — Schedule C compensation
- Joseph L. Reinhart, P.C. — Schedule C compensation