2023 Form 5500 filing — Oregon Processors Employees Trust
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 20241015132832NAL0014718483001) for Oregon Processors Employees Trust, reported by Board Of Trustees Of Oregon Processors Employees Trust under EIN 93-6031208 and plan number 501. It reports 1,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132832NAL0014718483001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Oregon Processors Employees Trust
- EIN
- 93-6031208
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 1,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,313,522
- Total liabilities (EOY)
- $1,678,423
- Net assets (EOY)
- $7,635,099
- Employer contributions
- $16,540,203
- Participant contributions
- $758,834
- Total income / additions
- $19,969,523
- Benefits paid
- $18,814,908
- Administrative expenses
- $951,237
- Total expenses
- $19,766,145
- Net increase / (decrease)
- $203,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William C. Earhart Co., Inc. | NONE | $351,567 | $229 |
| Aetna | NONE | $264,489 | not reported in the loaded dataset |
| Rael & Letson | NONE | $89,430 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $46,019 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $41,828 | not reported in the loaded dataset |
| Healthlinx | NONE | $33,744 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $28,203 | $0 |
| Dcc, Inc. Dba Renalogic | NONE | $17,474 | not reported in the loaded dataset |
| Cenveo | NONE | $17,344 | not reported in the loaded dataset |
| Pacific Health Coalition | NONE | $13,479 | not reported in the loaded dataset |