2023 Form 5500 filing — Cascade Pension Trust Money Purchase 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 20241015164515NAL0029155889011) for Cascade Pension Trust Money Purchase Pension Plan, reported by Cascade Pension Tr Money Purchase Board Of Trustees under EIN 93-6105946 and plan number 001. It reports 4,431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164515NAL0029155889011
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cascade Pension Tr Money Purchase Board Of Trustees
- EIN
- 93-6105946
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 4,431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $374,630,622
- Total liabilities (EOY)
- $276,314
- Net assets (EOY)
- $374,354,308
- Employer contributions
- $15,583,238
- Total income / additions
- $63,102,949
- Benefits paid
- $19,239,955
- Administrative expenses
- $724,429
- Total expenses
- $19,964,384
- Net increase / (decrease)
- $43,138,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quest Investment Mgmt Inc | INVESTMENT MANAGER | $208,901 | $0 |
| Benesys, Inc. | THIRD PARTY ADMIN | $136,487 | not reported in the loaded dataset |
| Us Bank, Na | INVESTMENT CUSTODIAN | $50,829 | not reported in the loaded dataset |
| Thorp Purdy Jewett Urness Wilkinson | LEGAL | $44,150 | $0 |
| Standard Financial Group | RECORDKEEPING | $42,804 | not reported in the loaded dataset |
| Jb Nibley Insurance | CONSULTANT | $32,661 | $0 |
| Bennett, Hartman, Morris & Kaplan | LEGAL | $32,203 | not reported in the loaded dataset |
| Oregon Pacific-Cascade Chapter Neca | CONTRIBUTION PROCESSING | $21,928 | not reported in the loaded dataset |
| Bjorklund & Montplaisir | AUDITING | $21,411 | not reported in the loaded dataset |
| Union Bank | RECORD KEEPING | $4,885 | not reported in the loaded dataset |