2023 Form 5500 filing — Pension Plan Of The Employers-Shopmen'S Local 516 Pension 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 20241015163014NAL0030346849005) for Pension Plan Of The Employers-Shopmen'S Local 516 Pension Trust, reported by Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees under EIN 93-0656480 and plan number 001. It reports 1,980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163014NAL0030346849005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employers-Shopmen'S Local 516 Pen Trust Fund Board Of Trustees
- EIN
- 93-0656480
- Plan number
- 001
- Location
- Tualatin, OR
- Participants
- 1,980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,777,504
- Total liabilities (EOY)
- $128,094
- Net assets (EOY)
- $74,649,410
- Employer contributions
- $1,431,006
- Total income / additions
- $8,327,912
- Benefits paid
- $7,088,306
- Administrative expenses
- $658,661
- Total expenses
- $7,746,967
- Net increase / (decrease)
- $580,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Asset Management | INVESTMENT MANAGEMENT | $165,690 | not reported in the loaded dataset |
| Segal Company | ACTUARY | $112,029 | not reported in the loaded dataset |
| Zenith Administrators, Inc. | TPA | $84,000 | not reported in the loaded dataset |
| Alan Biller & Associates | INVESTMENT MANAGER | $83,603 | not reported in the loaded dataset |
| Principal Trust Company | INVESTMENT CUSTODIAN | $27,538 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MANAGEMENT | $24,293 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITOR | $24,130 | not reported in the loaded dataset |
| Wells Fargo Community Bank | BANKING SERVICES | $5,778 | not reported in the loaded dataset |
| Ogletree Deakins Et Al | LEGAL COUNSEL | $5,577 | not reported in the loaded dataset |