Western States Health And Welfare Trust Fund Of The Opeiu — Form 5500 plan (Western States Health And Welfare Trust Fund Of The Opeiu Trustees)
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, Western States Health And Welfare Trust Fund Of The Opeiu is a benefit plan reported by Western States Health And Welfare Trust Fund Of The Opeiu Trustees under EIN 93-6028906 and plan number 501. The latest loaded filing year is 2023. The filing reports 979 participants and $17,939,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western States Health And Welfare Trust Fund Of The Opeiu Trustees
- EIN
- 93-6028906
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 979
- End-of-year plan assets
- $17,939,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 979 | H, C | 20241216184505NAL0001439153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,939,100
- Total liabilities (EOY)
- $3,237,719
- Net assets (EOY)
- $14,701,381
- Net assets (BOY)
- $13,638,953
Income & contributions
- Employer contributions
- $19,565,759
- Participant contributions
- $1,090,965
- Total contributions
- $20,656,724
- Total income / additions
- $22,012,043
Expenses & distributions
- Benefits paid
- $20,534,915
- Administrative expenses
- $414,700
- Total expenses
- $20,949,615
- Net increase / (decrease)
- $1,062,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $170,658 | not reported in the loaded dataset | 2023 |
| Bp&A, LLC | PLAN CONSULTANT | $74,260 | not reported in the loaded dataset | 2023 |
| Union Bank Na | BANKING | $33,673 | not reported in the loaded dataset | 2023 |
| Mondress Monaco Parr Lockwood | LEGAL COUNSEL | $24,584 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | PLAN AUDITOR | $14,900 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | INVESTMENT ADVISOR | $12,083 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown | PAYROLL AUDITOR | $9,307 | not reported in the loaded dataset | 2023 |
| Milliman Usa | PLAN ACTUARY | $4,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western States Health And Welfare Trust Fund Of The Opeiu Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Benesys, Inc. — Schedule C compensation
- Bp&A, LLC — Schedule C compensation
- Union Bank Na — Schedule C compensation
- Mondress Monaco Parr Lockwood — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Withum Smith & Brown — Schedule C compensation
- Milliman Usa — Schedule C compensation