Plan5500

Orepac Savings And Investment Plan — Form 5500 plan (Orepac Holding Company)

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, Orepac Savings And Investment Plan is a benefit plan reported by Orepac Holding Company under EIN 93-0670556 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,083 participants and $59,478,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orepac Holding Company
EIN
93-0670556
Plan number
001
Plan type
2
Location
Wilsonville, OR
Latest filing year
2023
Participants
1,083
End-of-year plan assets
$59,478,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,083H, C20241003132115NAL0009895921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,478,675
Total liabilities (EOY)
$0
Net assets (EOY)
$59,478,675
Net assets (BOY)
$50,115,735

Income & contributions

Employer contributions
$1,888,228
Participant contributions
$4,267,798
Total contributions
$6,547,044
Total income / additions
$14,005,196

Expenses & distributions

Benefits paid
$4,496,718
Administrative expenses
$134,650
Total expenses
$4,642,256
Net increase / (decrease)
$9,362,940

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$70,506not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$50,418$02023
Northwest Capital Management, Inc DINVESTMENT ADVISOR$13,726not reported in the loaded dataset2023

Related Form 5500 pages