2023 Form 5500 filing — Retirement Plan Of The Millmen'S Retirement Trust Of Washington
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 20241009121352NAL0019147889001) for Retirement Plan Of The Millmen'S Retirement Trust Of Washington, reported by Board Of Trustees, Retirement Plan Millmens Retirement Trust Of Wash. under EIN 91-6134143 and plan number 001. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$27MReported net assets$26,981,393
Participants569
Provider compensation$157.6K6 Schedule C row(s)$157,622
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009121352NAL0019147889001
- Plan sponsor
- Board Of Trustees, Retirement Plan Millmens Retirement Trust Of Wash.
- EIN
- 91-6134143
- Plan number
- 001
- Location
- Portland, OR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27M total assets
Net assets$27MLiabilities$40.8K
Full reported line items
- Total assets (EOY)
- $27,022,194
- Total liabilities (EOY)
- $40,801
- Net assets (EOY)
- $26,981,393
- Employer contributions
- $135,912
- Total income / additions
- $2,241,657
- Benefits paid
- $2,484,572
- Administrative expenses
- $224,831
- Total expenses
- $2,709,403
- Net increase / (decrease)
- -$467,746
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $60,156 | not reported in the loaded dataset |
| The William C Earhart Co, Inc | NONE | $37,260 | not reported in the loaded dataset |
| Rv Kuhns & Associates | NONE | $24,432 | not reported in the loaded dataset |
| Us Bank | NONE | $14,876 | not reported in the loaded dataset |
| Cliftonlarsonlarson Llp | NONE | $12,952 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $7,946 | not reported in the loaded dataset |