2023 Form 5500 filing — Oregon Teamsters Group Legal Trust Fund
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 20241013190200NAL0026146641003) for Oregon Teamsters Group Legal Trust Fund, reported by Oregon Teamsters Group Legal Trust under EIN 93-0713781 and plan number 501. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$33.7KReported net assets$33,725
Participants239
Provider compensation$35.6K2 Schedule C row(s)$35,564
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013190200NAL0026146641003
- Plan sponsor
- Oregon Teamsters Group Legal Trust
- EIN
- 93-0713781
- Plan number
- 501
- Location
- Tigard, 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)$34.1K total assets
Net assets$33.7KLiabilities$390
Full reported line items
- Total assets (EOY)
- $34,115
- Total liabilities (EOY)
- $390
- Net assets (EOY)
- $33,725
- Employer contributions
- $25,925
- Total income / additions
- $51,434
- Benefits paid
- $18,810
- Administrative expenses
- $41,810
- Total expenses
- $60,620
- Net increase / (decrease)
- -$9,186
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Middleton & Company, Cpa, Pc | not reported in the loaded dataset | $21,950 | not reported in the loaded dataset |
| Withumsmith Brown, Pc | not reported in the loaded dataset | $13,614 | not reported in the loaded dataset |