Oregon Laborers-Employers Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Oregon Laborers- Employers)
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 Laborers-Employers Health And Welfare Plan is a benefit plan reported by Board Of Trustees, Oregon Laborers- Employers under EIN 93-6024141 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,822 participants and $60,071,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Oregon Laborers- Employers
- EIN
- 93-6024141
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,822
- End-of-year plan assets
- $60,071,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,822 | H, C | 20241015195143NAL0015345507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,071,952
- Total liabilities (EOY)
- $4,528,782
- Net assets (EOY)
- $55,543,170
- Net assets (BOY)
- $48,152,221
Income & contributions
- Employer contributions
- $37,432,616
- Participant contributions
- $1,333,552
- Total contributions
- $38,766,168
- Total income / additions
- $44,718,931
Expenses & distributions
- Benefits paid
- $34,743,368
- Administrative expenses
- $2,584,614
- Total expenses
- $37,327,982
- Net increase / (decrease)
- $7,390,949
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regence Bc/Bs Of Oregon | NONE | $1,313,474 | $38,924 | 2023 |
| The William C. Earhart Co, Inc | NONE | $337,150 | not reported in the loaded dataset | 2023 |
| Oregon Laborers-Employers Admin LLC | LLC MEMBER | $204,823 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $125,370 | not reported in the loaded dataset | 2023 |
| Kroger Prescription Plans, Inc. | NONE | $115,518 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $68,840 | not reported in the loaded dataset | 2023 |
| Colett Law Group, Llp | NONE | $47,485 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, Rosenfeld | NONE | $47,435 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $46,775 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, Lp | NONE | $45,754 | not reported in the loaded dataset | 2023 |
| Canopy Inc. | NONE | $35,714 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $32,429 | $0 | 2023 |
| Iron Mountain Information Mgmt, Inc | NONE | $30,797 | not reported in the loaded dataset | 2023 |
| Willamette Dental | NONE | $30,365 | not reported in the loaded dataset | 2023 |
| Metro Presort, Inc | NONE | $26,633 | not reported in the loaded dataset | 2023 |
| Mzq Consulting, LLC | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| S&A Horn Limited | NONE | $0 | $7,931 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Oregon Laborers- Employers
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Regence Bc/Bs Of Oregon — Schedule C compensation
- The William C. Earhart Co, Inc — Schedule C compensation
- Oregon Laborers-Employers Admin LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Kroger Prescription Plans, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Colett Law Group, Llp — Schedule C compensation
- Weinberg, Roger, Rosenfeld — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- Canopy Inc. — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Iron Mountain Information Mgmt, Inc — Schedule C compensation
- Willamette Dental — Schedule C compensation
- Metro Presort, Inc — Schedule C compensation
- Mzq Consulting, LLC — Schedule C compensation
- S&A Horn Limited — Schedule C compensation