How many benefit plans does Energy Trust Of Oregon, Inc. report on Form 5500?

Energy Trust Of Oregon, Inc. (EIN 93-1313663) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Energy Trust Of Oregon, Inc.?

The Employer Identification Number (EIN) reported for Energy Trust Of Oregon, Inc. is 93-1313663.

What is the latest Form 5500 filing year for Energy Trust Of Oregon, Inc.?

The latest loaded Form 5500 filing year for Energy Trust Of Oregon, Inc. is 2023.

Energy Trust Of Oregon, Inc. — 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, Energy Trust Of Oregon, Inc. (EIN 93-1313663) is a plan sponsor located in Portland, OR with 2 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: 93-1313663
Location: Portland, OR
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $24,265,381
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $24,265,381

Contributions & income

Employer contributions: $919,803
Participant contributions: $1,558,262
Total income / additions: $6,089,819

Expenses & distributions

Benefits paid / distributions: $1,462,954
Total expenses: $1,465,037
Net increase / (decrease): $4,624,782

Coverage

Total reported participants: 267
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Energy Trust Of Oregon, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Energy Trust Of Oregon, Inc. Retirement Savings Plan	001	147	$24,265,381	2023
Energy Trust Of Oregon Health And Welfare Plan	501	120	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Energy Trust Of Oregon, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Energy Trust Of Oregon, Inc. Retirement Savings Plan	147	H, C	20240802131240NAL0014232275001
2023	Energy Trust Of Oregon Health And Welfare Plan	120	—	20241011103033NAL0012371299001