Office & Professional Employees Retirement Plan — Form 5500 plan (Board Of Trustees Office & Professional Employees Ret 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, Office & Professional Employees Retirement Plan is a benefit plan reported by Board Of Trustees Office & Professional Employees Ret Plan under EIN 91-1337614 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,845 participants and $30,783,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Office & Professional Employees Ret Plan
- EIN
- 91-1337614
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 2,845
- End-of-year plan assets
- $30,783,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,845 | H, C | 20241008162424NAL0009891715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,783,135
- Total liabilities (EOY)
- $25,994
- Net assets (EOY)
- $30,757,141
- Net assets (BOY)
- $25,678,015
Income & contributions
- Employer contributions
- $2,245,003
- Participant contributions
- $1,209,527
- Total contributions
- $3,465,148
- Total income / additions
- $8,000,719
Expenses & distributions
- Benefits paid
- $2,473,535
- Administrative expenses
- $448,058
- Total expenses
- $2,921,593
- Net increase / (decrease)
- $5,079,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Administration Company, LLC | THIRD PARTY ADMINISTRATO | $238,314 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | RECORDKEEPER | $143,933 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $40,811 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | ATTORNEY | $11,400 | not reported in the loaded dataset | 2023 |
| Bac Capital Advisors LLC | INVESTMENT ADVISOR | $9,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Office & Professional Employees Ret Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Benefit Administration Company, LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Bac Capital Advisors LLC — Schedule C compensation