2023 Form 5500 filing — Confederated Tribes Of The Umatilla Indian Reservation 401(K) Profit Sharing Plan And 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 20241015154850NAL0058535746001) for Confederated Tribes Of The Umatilla Indian Reservation 401(K) Profit Sharing Plan And Trust, reported by Confederated Tribes Of The Umatilla Indian Reservation under EIN 93-0624734 and plan number 002. It reports 3,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154850NAL0058535746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Confederated Tribes Of The Umatilla Indian Reservation
- EIN
- 93-0624734
- Plan number
- 002
- Location
- Pendleton, OR
- Participants
- 3,016
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $127,189,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $127,189,451
- Employer contributions
- $6,716,804
- Participant contributions
- $8,300,483
- Total income / additions
- $32,139,202
- Benefits paid
- $8,059,955
- Administrative expenses
- $282,006
- Total expenses
- $8,346,559
- Net increase / (decrease)
- $23,792,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $282,006 | $0 |