Oregon Teamster Employers Trust — Form 5500 plan (Board Of Trustees Of Oregon Teamster Employers 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, Oregon Teamster Employers Trust is a benefit plan reported by Board Of Trustees Of Oregon Teamster Employers Trust under EIN 93-6021475 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,470 participants and $231,546,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Oregon Teamster Employers Trust
- EIN
- 93-6021475
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 11,470
- End-of-year plan assets
- $231,546,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,470 | H, C | 20241015213239NAL0058258338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $231,546,583
- Total liabilities (EOY)
- $26,017,099
- Net assets (EOY)
- $205,529,484
- Net assets (BOY)
- $172,771,509
Income & contributions
- Employer contributions
- $203,232,485
- Participant contributions
- $6,287,364
- Total contributions
- $209,519,849
- Total income / additions
- $229,537,184
Expenses & distributions
- Benefits paid
- $188,293,154
- Administrative expenses
- $8,486,055
- Total expenses
- $196,779,209
- Net increase / (decrease)
- $32,757,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regence Blue Cross Blue Shield | NONE | $5,558,802 | $103,035 | 2023 |
| William C. Earhart Co., Inc. | NONE | $1,400,825 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Co. Lp | NONE | $418,345 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $289,345 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $229,196 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $217,098 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $117,669 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $92,457 | not reported in the loaded dataset | 2023 |
| Bennett, Hartman, Morris & Kaplan | NONE | $89,351 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $63,311 | $0 | 2023 |
| Metro Presort, Inc. | NONE | $52,960 | not reported in the loaded dataset | 2023 |
| Cenveo Worldwide Limited | NONE | $29,573 | not reported in the loaded dataset | 2023 |
| Innovative Care Management | NONE | $5,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Oregon Teamster Employers Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Regence Blue Cross Blue Shield — Schedule C compensation
- William C. Earhart Co., Inc. — Schedule C compensation
- Loomis, Sayles & Co. Lp — Schedule C compensation
- Express Scripts — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Bennett, Hartman, Morris & Kaplan — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Metro Presort, Inc. — Schedule C compensation
- Cenveo Worldwide Limited — Schedule C compensation
- Innovative Care Management — Schedule C compensation