Regional District Council Retirement Plan — Form 5500 plan (Board Of Trustees, Regional District Council Retirement Plan)
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, Regional District Council Retirement Plan is a benefit plan reported by Board Of Trustees, Regional District Council Retirement Plan under EIN 73-6360525 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,384 participants and $47,050,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Regional District Council Retirement Plan
- EIN
- 73-6360525
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 4,384
- End-of-year plan assets
- $47,050,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,384 | H, C | 20241009160023NAL0010816323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,050,964
- Total liabilities (EOY)
- $1,538,662
- Net assets (EOY)
- $45,512,302
- Net assets (BOY)
- $39,052,460
Income & contributions
- Employer contributions
- $3,348,688
- Participant contributions
- $33,343
- Total contributions
- $3,382,031
- Total income / additions
- $9,117,398
Expenses & distributions
- Benefits paid
- $2,121,925
- Administrative expenses
- $535,631
- Total expenses
- $2,657,556
- Net increase / (decrease)
- $6,459,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William C. Earhart Company, Inc. | NONE | $180,368 | not reported in the loaded dataset | 2023 |
| Acropolis Investment Management | NONE | $171,014 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, P.C. | NONE | $61,200 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones, LLC | NONE | $25,718 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $21,552 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Regional District Council Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- William C. Earhart Company, Inc. — Schedule C compensation
- Acropolis Investment Management — Schedule C compensation
- Withumsmith+Brown, P.C. — Schedule C compensation
- Hartnett Reyes-Jones, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation