2023 Form 5500 filing — U.A. Locals No. 375 And 367 Supplemental 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 20241015182232NAL0030613921001) for U.A. Locals No. 375 And 367 Supplemental Trust, reported by Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust under EIN 92-0150923 and plan number 001. It reports 1,999 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182232NAL0030613921001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust
- EIN
- 92-0150923
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,999
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,413,147
- Total liabilities (EOY)
- $45,784
- Net assets (EOY)
- $92,367,363
- Employer contributions
- $1,390,046
- Participant contributions
- $1,537,701
- Total income / additions
- $17,758,554
- Benefits paid
- $4,757,867
- Administrative expenses
- $332,579
- Total expenses
- $5,090,446
- Net increase / (decrease)
- $12,668,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $127,447 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $59,184 | not reported in the loaded dataset |
| Wpas, Inc | NONE | $36,695 | not reported in the loaded dataset |
| Verus | NONE | $30,000 | not reported in the loaded dataset |
| Cliftonlarsonallen, Llp | NONE | $16,230 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $14,377 | not reported in the loaded dataset |
| Withumsmith & Brown Pc | NONE | $11,724 | not reported in the loaded dataset |