Oregon Laborers-Employers Pension Plan — Form 5500 plan (Trustees Oregon Laborers - Employer Pension Plan)
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 Pension Plan is a benefit plan reported by Trustees Oregon Laborers - Employer Pension Plan under EIN 93-6075363 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,355 participants and $419,905,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Oregon Laborers - Employer Pension Plan
- EIN
- 93-6075363
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 6,355
- End-of-year plan assets
- $419,905,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,355 | H, C | 20241015193457NAL0029508273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $419,905,677
- Total liabilities (EOY)
- $724,822
- Net assets (EOY)
- $419,180,855
- Net assets (BOY)
- $364,494,148
Income & contributions
- Employer contributions
- $20,974,071
- Total contributions
- $20,974,071
- Total income / additions
- $67,548,032
Expenses & distributions
- Benefits paid
- $24,324,701
- Administrative expenses
- $2,723,322
- Total expenses
- $27,048,023
- Net increase / (decrease)
- $40,500,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Mgmt, Inc. | NONE | $352,696 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, Lp | NONE | $239,112 | not reported in the loaded dataset | 2023 |
| The William C. Earhart Co. Inc. | NONE | $218,531 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc | NONE | $199,376 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $197,119 | not reported in the loaded dataset | 2023 |
| Oregon Laborers-Employers Admin LLC | LLC MEMBER | $161,573 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $156,473 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc | NONE | $129,331 | not reported in the loaded dataset | 2023 |
| Mfs Heritage Trust Company | NONE | $87,966 | $0 | 2023 |
| Wellington Trust Company, Na | NONE | $86,699 | $0 | 2023 |
| Colett Law Group, Llp | NONE | $69,275 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $62,457 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $55,105 | not reported in the loaded dataset | 2023 |
| Iron Mountain Information Mgmt, Inc | NONE | $33,475 | not reported in the loaded dataset | 2023 |
| Metro Presort Inc | NONE | $33,066 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $23,191 | $0 | 2023 |
| U.S. Bank, N.A. | NONE | $19,983 | $0 | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $12,599 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Oregon Laborers - Employer Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Jp Morgan Investment Mgmt, Inc. — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- The William C. Earhart Co. Inc. — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Oregon Laborers-Employers Admin LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Washington Capital Management, Inc — Schedule C compensation
- Mfs Heritage Trust Company — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Colett Law Group, Llp — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Iron Mountain Information Mgmt, Inc — Schedule C compensation
- Metro Presort Inc — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- U.S. Bank, N.A. — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation