Plan5500

Trillium Family Services — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trillium Family Services (EIN 93-0386966) is a plan sponsor located in Portland, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-0386966
Location
Portland, OR
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Trillium Family Services

  • 3 loaded plans hold $20.4M in reported assets.
  • The largest, Trillium Family Services, Inc. Employees Retirement Plan, holds 91% of this company's reported plan assets.
  • Plans cover 1,341 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.4MSummed across loaded plans$20,397,764
Total reported assets$20.4M$20,397,764
Total reported participants1.3K1,341
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.4M total assets
Net assets$20.4MLiabilities$0
Contributions & income
Employer contributions$887.5K
Participant contributions$1.1M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$574.4K
Total expenses$578.6K
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets91%Trillium Family Services, Inc. Employees Retirement Plan
Participants per plan447Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Trillium Family Services, Inc. Employees Retirement Plan$18.5M
    Plan #002 · 684 participants · 2023
  2. 2
    Defined Benefit Pension Plan Of Trillium Family Services, Inc. Dba Parry Center For Children$1.9M
    Plan #001 · 78 participants · 2023
  3. 3
    Trillium Family Services Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 579 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Trillium Family Services. Open one for its full reported snapshot.

  1. 2023
    Trillium Family Services Health & Welfare Benefit Plan579 participants · 2No schedules
    View filing →
  2. 2023
    Trillium Family Services, Inc. Employees Retirement Plan684 participants · 2Sch HSch C
    View filing →
  3. 2023
    Defined Benefit Pension Plan Of Trillium Family Services, Inc. Dba Parry Center For Children78 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Trillium Family Services report on Form 5500?
Trillium Family Services (EIN 93-0386966) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Trillium Family Services?
The Employer Identification Number (EIN) reported for Trillium Family Services is 93-0386966.
What is the latest Form 5500 filing year for Trillium Family Services?
The latest loaded Form 5500 filing year for Trillium Family Services is 2023.

Related Form 5500 pages