2023 Form 5500 filing — Ind Acct Plan For The Oregon Sheet Metal Workers
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 20241014123027NAL0027272481001) for Ind Acct Plan For The Oregon Sheet Metal Workers, reported by Bot - Oregon Sheet Metal Workers Master Retirement Trust under EIN 93-6018501 and plan number 002. It reports 1,361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123027NAL0027272481001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot - Oregon Sheet Metal Workers Master Retirement Trust
- EIN
- 93-6018501
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 1,361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,826,851
- Total liabilities (EOY)
- $10,011
- Net assets (EOY)
- $57,816,840
- Participant contributions
- $2,270,975
- Total income / additions
- $10,354,381
- Benefits paid
- $2,509,692
- Administrative expenses
- $251,792
- Total expenses
- $2,761,484
- Net increase / (decrease)
- $7,592,897
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The William C. Earhart Company Inc. | NONE | $79,114 | not reported in the loaded dataset |
| John Hancock Retirement Service | NONE | $71,549 | $0 |
| Cliftonlarsonallen Llp | NONE | $26,979 | not reported in the loaded dataset |
| Ogletree, Deakins, Nash, Et Al. | NONE | $22,555 | not reported in the loaded dataset |
| Verus Advisory, Inc | NONE | $16,792 | not reported in the loaded dataset |