Tacoma Millmen'S Pension Plan — Form 5500 plan (Lumber And Sawmill Workers Union Local 2633)
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, Tacoma Millmen'S Pension Plan is a benefit plan reported by Lumber And Sawmill Workers Union Local 2633 under EIN 91-6145422 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $15,341,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lumber And Sawmill Workers Union Local 2633
- EIN
- 91-6145422
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $15,341,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20241014212018NAL0053956354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,341,366
- Total liabilities (EOY)
- $97,602
- Net assets (EOY)
- $15,243,764
- Net assets (BOY)
- $14,524,603
Income & contributions
- Employer contributions
- $186,267
- Total contributions
- $186,267
- Total income / additions
- $1,634,040
Expenses & distributions
- Benefits paid
- $672,999
- Administrative expenses
- $241,880
- Total expenses
- $914,879
- Net increase / (decrease)
- $719,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hallmark Capital Management, Inc | NONE | $86,253 | not reported in the loaded dataset | 2023 |
| Millman, Inc. | NONE | $57,140 | not reported in the loaded dataset | 2023 |
| William C. Earhart Co., Inc. | NONE | $37,703 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $11,327 | not reported in the loaded dataset | 2023 |
| Barlow, Coughran, Morales & Josephs | NONE | $7,090 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $6,700 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $6,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lumber And Sawmill Workers Union Local 2633
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Hallmark Capital Management, Inc — Schedule C compensation
- Millman, Inc. — Schedule C compensation
- William C. Earhart Co., Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Barlow, Coughran, Morales & Josephs — Schedule C compensation
- Iron Mountain — Schedule C compensation
- Us Bank, Na — Schedule C compensation