The Nelson Trust — Form 5500 plan (Board Of Trustees, The Nelson 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, The Nelson Trust is a benefit plan reported by Board Of Trustees, The Nelson Trust under EIN 93-6041903 and plan number 501. The latest loaded filing year is 2023. The filing reports 935 participants and $34,833,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, The Nelson Trust
- EIN
- 93-6041903
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 935
- End-of-year plan assets
- $34,833,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 935 | H, C | 20241003110426NAL0010447201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,833,586
- Total liabilities (EOY)
- $1,601,317
- Net assets (EOY)
- $33,232,269
- Net assets (BOY)
- $30,788,420
Income & contributions
- Employer contributions
- $9,986,484
- Participant contributions
- $428,141
- Total contributions
- $10,414,625
- Total income / additions
- $13,681,876
Expenses & distributions
- Benefits paid
- $10,054,555
- Administrative expenses
- $1,183,472
- Total expenses
- $11,238,027
- Net increase / (decrease)
- $2,443,849
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premera Blue Cross | NONE | $440,371 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $161,861 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits, LLC. | NONE | $143,700 | not reported in the loaded dataset | 2023 |
| The Partners Group | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Joseph L. Reinhart, P.C. | NONE | $87,979 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $70,114 | not reported in the loaded dataset | 2023 |
| Moda Health | NONE | $38,159 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | NONE | $34,661 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates | NONE | $32,500 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, The Nelson Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Premera Blue Cross — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Mercer Health & Benefits, LLC. — Schedule C compensation
- The Partners Group — Schedule C compensation
- Joseph L. Reinhart, P.C. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Moda Health — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Rv Kuhns & Associates — Schedule C compensation
- Milliman — Schedule C compensation