2023 Form 5500 filing — Trail Blazers Savings And 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 20241014163510NAL0053178338001) for Trail Blazers Savings And Retirement Plan, reported by Trail Blazers Inc. under EIN 91-1409166 and plan number 001. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163510NAL0053178338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trail Blazers Inc.
- EIN
- 91-1409166
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,082,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,082,914
- Employer contributions
- $782,261
- Participant contributions
- $2,205,854
- Total income / additions
- $8,642,424
- Benefits paid
- $4,611,975
- Administrative expenses
- $133,013
- Total expenses
- $4,744,988
- Net increase / (decrease)
- $3,897,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tpg Financial Advisors LLC | NONE | $57,987 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $56,293 | $0 |
| Delap | NONE | $19,000 | not reported in the loaded dataset |