Cascade Pension Trust Money Purchase Pension Plan — Form 5500 plan (Cascade Pension Tr Money Purchase Board Of 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, Cascade Pension Trust Money Purchase Pension Plan is a benefit plan reported by Cascade Pension Tr Money Purchase Board Of Trustees under EIN 93-6105946 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,431 participants and $374,630,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cascade Pension Tr Money Purchase Board Of Trustees
- EIN
- 93-6105946
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 4,431
- End-of-year plan assets
- $374,630,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,431 | H, C | 20241015164515NAL0029155889011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $374,630,622
- Total liabilities (EOY)
- $276,314
- Net assets (EOY)
- $374,354,308
- Net assets (BOY)
- $331,215,743
Income & contributions
- Employer contributions
- $15,583,238
- Total contributions
- $15,702,791
- Total income / additions
- $63,102,949
Expenses & distributions
- Benefits paid
- $19,239,955
- Administrative expenses
- $724,429
- Total expenses
- $19,964,384
- Net increase / (decrease)
- $43,138,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quest Investment Mgmt Inc | INVESTMENT MANAGER | $208,901 | $0 | 2023 |
| Benesys, Inc. | THIRD PARTY ADMIN | $136,487 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | INVESTMENT CUSTODIAN | $50,829 | not reported in the loaded dataset | 2023 |
| Thorp Purdy Jewett Urness Wilkinson | LEGAL | $44,150 | $0 | 2023 |
| Standard Financial Group | RECORDKEEPING | $42,804 | not reported in the loaded dataset | 2023 |
| Jb Nibley Insurance | CONSULTANT | $32,661 | $0 | 2023 |
| Bennett, Hartman, Morris & Kaplan | LEGAL | $32,203 | not reported in the loaded dataset | 2023 |
| Oregon Pacific-Cascade Chapter Neca | CONTRIBUTION PROCESSING | $21,928 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITING | $21,411 | not reported in the loaded dataset | 2023 |
| Union Bank | RECORD KEEPING | $4,885 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cascade Pension Tr Money Purchase Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Quest Investment Mgmt Inc — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Thorp Purdy Jewett Urness Wilkinson — Schedule C compensation
- Standard Financial Group — Schedule C compensation
- Jb Nibley Insurance — Schedule C compensation
- Bennett, Hartman, Morris & Kaplan — Schedule C compensation
- Oregon Pacific-Cascade Chapter Neca — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Union Bank — Schedule C compensation