Cascade Pension Trust 401(K) Plan — Form 5500 plan (Cascade Pension Trust 401(K)Plan 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 401(K) Plan is a benefit plan reported by Cascade Pension Trust 401(K)Plan Board Of Trustees under EIN 93-6105946 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,203 participants and $58,846,238 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$58.8MPlan net assets, end of year$58,846,238
Participants1.2KCovered participants reported1,203
Assets / participant$48.9KComputed: assets ÷ participants$48,916 (computed)
Provider compensation$41.4K3 Schedule C provider row(s)$41,408
- Plan sponsor
- Cascade Pension Trust 401(K)Plan Board Of Trustees
- EIN
- 93-6105946
- Plan number
- 002
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,203 | H, C | 20241015173009NAL0015173459018 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$58.8M total assets
Net assets$58.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $58,846,238
- Net assets (EOY)
- $58,846,238
- Net assets (BOY)
- $50,096,765
Income & contributions
- Participant contributions
- $3,248,491
- Total contributions
- $3,305,708
- Total income / additions
- $11,297,297
Expenses & distributions
- Benefits paid
- $2,473,766
- Administrative expenses
- $74,058
- Total expenses
- $2,547,824
- Net increase / (decrease)
- $8,749,473
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quest Investment Mamt, Inc. | INVESTMENT MANAGEMENT | $22,259 | $0 | 2023 |
| Benesys Inc. | THIRD PARTY ADMIN | $13,953 | not reported in the loaded dataset | 2023 |
| Us Bank Na | INVESTMENT CUSTODIAN | $5,196 | not reported in the loaded dataset | 2023 |