U.A. Locals No. 375 And 367 Supplemental Trust — Form 5500 plan (Board Of Trustees, U.A. Locals 375/367 Supplemental Pension 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, U.A. Locals No. 375 And 367 Supplemental Trust is a benefit plan reported by Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust under EIN 92-0150923 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,999 participants and $92,413,147 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust
- EIN
- 92-0150923
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,999
- End-of-year plan assets
- $92,413,147
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,999 | H, C | 20241015182232NAL0030613921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,413,147
- Total liabilities (EOY)
- $45,784
- Net assets (EOY)
- $92,367,363
- Net assets (BOY)
- $79,699,255
Income & contributions
- Employer contributions
- $1,390,046
- Participant contributions
- $1,537,701
- Total contributions
- $2,927,747
- Total income / additions
- $17,758,554
Expenses & distributions
- Benefits paid
- $4,757,867
- Administrative expenses
- $332,579
- Total expenses
- $5,090,446
- Net increase / (decrease)
- $12,668,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc | NONE | $127,447 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $59,184 | not reported in the loaded dataset | 2023 |
| Wpas, Inc | NONE | $36,695 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $16,230 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $14,377 | not reported in the loaded dataset | 2023 |
| Withumsmith & Brown Pc | NONE | $11,724 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Milliman, Inc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Wpas, Inc — Schedule C compensation
- Verus — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Withumsmith & Brown Pc — Schedule C compensation