Orenco Systems, Inc. Retirement Plan — Form 5500 plan (Orenco Systems, Inc.)

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, Orenco Systems, Inc. Retirement Plan is a benefit plan reported by Orenco Systems, Inc. under EIN 93-0781063 and plan number 001. The latest loaded filing year is 2023. The filing reports 435 participants and $39,268,799 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orenco Systems, Inc.
EIN
93-0781063
Plan number
001
Plan type
2
Location
Sutherlin, OR
Latest filing year
2023
Participants
435
End-of-year plan assets
$39,268,799

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023435H, C20250627151939NAL0009869697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,268,799
Total liabilities (EOY)
$144
Net assets (EOY)
$39,268,655
Net assets (BOY)
$33,433,493

Income & contributions

Employer contributions
$547,554
Participant contributions
$1,229,927
Total contributions
$1,788,876
Total income / additions
$8,262,423

Expenses & distributions

Benefits paid
$2,315,153
Administrative expenses
$111,932
Total expenses
$2,427,261
Net increase / (decrease)
$5,835,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$57,662$02023
Zuna, LLCINVESTMENT ADVISORY$54,311not reported in the loaded dataset2023
Prime Pensions Northwest, LLCOTHER SERVICES$0$21,7542023

Related Form 5500 pages