2023 Form 5500 filing — Oregon & Southwest Washington Painters Pension Pln
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 20241013133006NAL0012444275001) for Oregon & Southwest Washington Painters Pension Pln, reported by Oregon & Southwest Washington Painters Pension Plan, Trustees under EIN 93-6022791 and plan number 001. It reports 2,654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013133006NAL0012444275001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Oregon & Southwest Washington Painters Pension Plan, Trustees
- EIN
- 93-6022791
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 2,654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,702,936
- Total liabilities (EOY)
- $134,916
- Net assets (EOY)
- $177,568,020
- Employer contributions
- $10,604,150
- Total income / additions
- $30,492,131
- Benefits paid
- $11,176,725
- Administrative expenses
- $781,914
- Total expenses
- $11,958,639
- Net increase / (decrease)
- $18,533,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Boston Company | INVESTMENT MANAGER | $148,030 | $0 |
| Trucker Huss | LEGAL | $129,333 | not reported in the loaded dataset |
| Milliman Usa | ACTUARY | $82,595 | not reported in the loaded dataset |
| Verus Advisory, Inc. | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset |
| William C. Earhart Co. Inc. | THIRD PARTY ADMINISTRATOR | $79,658 | not reported in the loaded dataset |
| Us Bank N.A. | INVESTMENT CUSTODIAN | $46,465 | $0 |
| Bjorklund & Montplaisir | AUDITOR | $28,972 | not reported in the loaded dataset |
| The Urban Law Firm | LEGAL | $19,327 | not reported in the loaded dataset |