Confederated Tribes Of Grand Ronde Retirement Plan — Form 5500 plan (Confederated Tribes Of The Grand Ronde Community Of Oregon)
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, Confederated Tribes Of Grand Ronde Retirement Plan is a benefit plan reported by Confederated Tribes Of The Grand Ronde Community Of Oregon under EIN 93-0899337 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,711 participants and $128,906,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Confederated Tribes Of The Grand Ronde Community Of Oregon
- EIN
- 93-0899337
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Ronde, OR
- Latest filing year
- 2023
- Participants
- 1,711
- End-of-year plan assets
- $128,906,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,711 | H, C | 20240926132435NAL0000445715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $128,906,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,906,442
- Net assets (BOY)
- $106,103,731
Income & contributions
- Employer contributions
- $5,245,754
- Participant contributions
- $7,367,320
- Total contributions
- $12,649,858
- Total income / additions
- $29,491,744
Expenses & distributions
- Benefits paid
- $6,422,805
- Administrative expenses
- $259,565
- Total expenses
- $6,689,033
- Net increase / (decrease)
- $22,802,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $134,795 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Co. Inc. | NONE | $101,920 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $22,850 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Confederated Tribes Of The Grand Ronde Community Of Oregon
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Grand Ronde, OR
- Milliman, Inc. — Schedule C compensation
- Robert W. Baird & Co. Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation