Pension Plan Of The Oregon Sheet Metal Workers Master Retirement Trust — Form 5500 plan (Bot - Oregon Sheet Metal Workers Master Retirement Trust)
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, Pension Plan Of The Oregon Sheet Metal Workers Master Retirement Trust is a benefit plan reported by Bot - Oregon Sheet Metal Workers Master Retirement Trust under EIN 93-6018501 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,383 participants and $487,166,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot - Oregon Sheet Metal Workers Master Retirement Trust
- EIN
- 93-6018501
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 3,383
- End-of-year plan assets
- $487,166,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,383 | H, C | 20241014122745NAL0052236530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $487,166,065
- Total liabilities (EOY)
- $3,972,406
- Net assets (EOY)
- $483,193,659
- Net assets (BOY)
- $426,887,554
Income & contributions
- Employer contributions
- $28,885,366
- Total contributions
- $28,885,366
- Total income / additions
- $89,731,906
Expenses & distributions
- Benefits paid
- $32,152,905
- Administrative expenses
- $1,272,896
- Total expenses
- $33,425,801
- Net increase / (decrease)
- $56,306,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles Trust Company, LLC | NONE | $190,094 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $178,336 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc | NONE | $159,875 | not reported in the loaded dataset | 2023 |
| The William C. Earhart Company, Inc | NONE | $130,146 | not reported in the loaded dataset | 2023 |
| Comerica Bank | PARTY-IN-INTEREST | $109,977 | $0 | 2023 |
| Milliman | NONE | $75,037 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $60,393 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $55,285 | not reported in the loaded dataset | 2023 |
| Ogletree, Deakins, Nash, Et Al. | NONE | $42,065 | not reported in the loaded dataset | 2023 |
| Linda Larkin | NONE | $32,464 | not reported in the loaded dataset | 2023 |
| Withum Smith+Brown, Pc | NONE | $29,366 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, L.L.C. | NONE | $0 | $24,700 | 2023 |
| Metropresort | NONE | $7,254 | not reported in the loaded dataset | 2023 |
| Us Bank Of Oregon | NONE | $5,769 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot - Oregon Sheet Metal Workers Master Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation
- The William C. Earhart Company, Inc — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Milliman — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Ogletree, Deakins, Nash, Et Al. — Schedule C compensation
- Linda Larkin — Schedule C compensation
- Withum Smith+Brown, Pc — Schedule C compensation
- Hamilton Lane Advisors, L.L.C. — Schedule C compensation
- Metropresort — Schedule C compensation
- Us Bank Of Oregon — Schedule C compensation