Inlandboatmen'S Union Of The Pacific National 401(K) Plan — Form 5500 plan (Board Of Trustees, Ibu Of The Pacific National Pension)
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, Inlandboatmen'S Union Of The Pacific National 401(K) Plan is a benefit plan reported by Board Of Trustees, Ibu Of The Pacific National Pension under EIN 93-0792184 and plan number 002. The latest loaded filing year is 2023. The filing reports 702 participants and $64,459,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibu Of The Pacific National Pension
- EIN
- 93-0792184
- Plan number
- 002
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 702
- End-of-year plan assets
- $64,459,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 702 | H, C | 20250415192504NAL0006643936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,459,733
- Total liabilities (EOY)
- $179,987
- Net assets (EOY)
- $64,279,746
- Net assets (BOY)
- $58,088,219
Income & contributions
- Participant contributions
- $3,265,416
- Total contributions
- $3,485,650
- Total income / additions
- $11,997,819
Expenses & distributions
- Benefits paid
- $5,649,262
- Administrative expenses
- $157,030
- Total expenses
- $5,806,292
- Net increase / (decrease)
- $6,191,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Verus | NONE | $38,333 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $28,410 | not reported in the loaded dataset | 2023 |
| John Hancock Trust Company, LLC | NONE | $26,174 | $0 | 2023 |
| Cliftonlarsonallen Lp | NONE | $17,756 | not reported in the loaded dataset | 2023 |
| Brownstein Rask | NONE | $7,410 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibu Of The Pacific National Pension
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Verus — Schedule C compensation
- Benesys Inc — Schedule C compensation
- John Hancock Trust Company, LLC — Schedule C compensation
- Cliftonlarsonallen Lp — Schedule C compensation
- Brownstein Rask — Schedule C compensation