Toc-Woodworkers, Iam Defined Contribution Plan And Trust — Form 5500 plan (Board Of Trustees, Toc-Woodworkers, Iam Defined)
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, Toc-Woodworkers, Iam Defined Contribution Plan And Trust is a benefit plan reported by Board Of Trustees, Toc-Woodworkers, Iam Defined under EIN 93-0951083 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,888 participants and $140,012,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Toc-Woodworkers, Iam Defined
- EIN
- 93-0951083
- Plan number
- 002
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,888
- End-of-year plan assets
- $140,012,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,888 | H, C | 20250317202505NAL0001761715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,012,473
- Total liabilities (EOY)
- $158,568
- Net assets (EOY)
- $139,853,905
- Net assets (BOY)
- $124,313,444
Income & contributions
- Employer contributions
- $121,284
- Participant contributions
- $307,085
- Total contributions
- $428,369
- Total income / additions
- $33,654,875
Expenses & distributions
- Benefits paid
- $17,412,070
- Administrative expenses
- $702,344
- Total expenses
- $18,114,414
- Net increase / (decrease)
- $15,540,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $322,017 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $135,520 | not reported in the loaded dataset | 2023 |
| Joseph L. Reinhart, Pc | NONE | $49,714 | not reported in the loaded dataset | 2023 |
| Rvk, Inc | NONE | $42,251 | not reported in the loaded dataset | 2023 |
| Vigilant Services, Inc | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $28,150 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $16,903 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $7,811 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $6,707 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Toc-Woodworkers, Iam Defined
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Milliman — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Joseph L. Reinhart, Pc — Schedule C compensation
- Rvk, Inc — Schedule C compensation
- Vigilant Services, Inc — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Union Bank — Schedule C compensation
- Smart Source LLC — Schedule C compensation
- Iron Mountain — Schedule C compensation