2023 Form 5500 filing — The Oregon Tool Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009121335NAL0036926338001) for The Oregon Tool Retirement Plan, reported by Oregon Tool, Inc. under EIN 63-0593908 and plan number 011. It reports 1,899 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009121335NAL0036926338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Tool, Inc.
- EIN
- 63-0593908
- Plan number
- 011
- Location
- Portland, OR
- Participants
- 1,899
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,475,801
- Total liabilities (EOY)
- $656,450
- Net assets (EOY)
- $64,819,351
- Employer contributions
- $930,000
- Total income / additions
- $9,001,379
- Benefits paid
- $33,732,969
- Administrative expenses
- $2,223,421
- Total expenses
- $35,956,390
- Net increase / (decrease)
- -$26,955,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Management Trust Company | TRUSTEE | $70,881 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | CONSULTING | $52,063 | not reported in the loaded dataset |
| Robert W Baird & Co | INV. ADVISORY | $16,313 | not reported in the loaded dataset |
| Kbf Cpas Llp | AUDITOR | $16,000 | not reported in the loaded dataset |
| Fidelity Management Trust Company | INVEST MGMT | $1,734 | not reported in the loaded dataset |