2023 Form 5500 filing — Tacoma Millmen'S Pension 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 20241014212018NAL0053956354001) for Tacoma Millmen'S Pension Plan, reported by Lumber And Sawmill Workers Union Local 2633 under EIN 91-6145422 and plan number 001. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014212018NAL0053956354001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Lumber And Sawmill Workers Union Local 2633
- EIN
- 91-6145422
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,341,366
- Total liabilities (EOY)
- $97,602
- Net assets (EOY)
- $15,243,764
- Employer contributions
- $186,267
- Total income / additions
- $1,634,040
- Benefits paid
- $672,999
- Administrative expenses
- $241,880
- Total expenses
- $914,879
- Net increase / (decrease)
- $719,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hallmark Capital Management, Inc | NONE | $86,253 | not reported in the loaded dataset |
| Millman, Inc. | NONE | $57,140 | not reported in the loaded dataset |
| William C. Earhart Co., Inc. | NONE | $37,703 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $11,327 | not reported in the loaded dataset |
| Barlow, Coughran, Morales & Josephs | NONE | $7,090 | not reported in the loaded dataset |
| Iron Mountain | NONE | $6,700 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $6,058 | not reported in the loaded dataset |