Pension Plan Of The Employers-Shopmen'S Local 516 Pension Trust — Form 5500 plan (Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees)
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, Pension Plan Of The Employers-Shopmen'S Local 516 Pension Trust is a benefit plan reported by Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees under EIN 93-0656480 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,980 participants and $74,777,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees
- EIN
- 93-0656480
- Plan number
- 001
- Plan type
- 1
- Location
- Tualatin, OR
- Latest filing year
- 2023
- Participants
- 1,980
- End-of-year plan assets
- $74,777,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,980 | H, C | 20241015163014NAL0030346849005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,777,504
- Total liabilities (EOY)
- $128,094
- Net assets (EOY)
- $74,649,410
- Net assets (BOY)
- $74,068,465
Income & contributions
- Employer contributions
- $1,431,006
- Total contributions
- $1,431,006
- Total income / additions
- $8,327,912
Expenses & distributions
- Benefits paid
- $7,088,306
- Administrative expenses
- $658,661
- Total expenses
- $7,746,967
- Net increase / (decrease)
- $580,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Asset Management | INVESTMENT MANAGEMENT | $165,690 | not reported in the loaded dataset | 2023 |
| Segal Company | ACTUARY | $112,029 | not reported in the loaded dataset | 2023 |
| Zenith Administrators, Inc. | TPA | $84,000 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | INVESTMENT MANAGER | $83,603 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | INVESTMENT CUSTODIAN | $27,538 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT MANAGEMENT | $24,293 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $24,130 | not reported in the loaded dataset | 2023 |
| Wells Fargo Community Bank | BANKING SERVICES | $5,778 | not reported in the loaded dataset | 2023 |
| Ogletree Deakins Et Al | LEGAL COUNSEL | $5,577 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Tualatin, OR
- Jp Morgan Asset Management — Schedule C compensation
- Segal Company — Schedule C compensation
- Zenith Administrators, Inc. — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Principal Trust Company — Schedule C compensation
- Blackrock — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Wells Fargo Community Bank — Schedule C compensation
- Ogletree Deakins Et Al — Schedule C compensation