2023 Form 5500 filing — Oregon Laborers-Employers 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 20241015193457NAL0029508273001) for Oregon Laborers-Employers Pension Plan, reported by Trustees Oregon Laborers - Employer Pension Plan under EIN 93-6075363 and plan number 001. It reports 6,355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193457NAL0029508273001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Oregon Laborers - Employer Pension Plan
- EIN
- 93-6075363
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 6,355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $419,905,677
- Total liabilities (EOY)
- $724,822
- Net assets (EOY)
- $419,180,855
- Employer contributions
- $20,974,071
- Total income / additions
- $67,548,032
- Benefits paid
- $24,324,701
- Administrative expenses
- $2,723,322
- Total expenses
- $27,048,023
- Net increase / (decrease)
- $40,500,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Investment Mgmt, Inc. | NONE | $352,696 | not reported in the loaded dataset |
| Loomis, Sayles & Company, Lp | NONE | $239,112 | not reported in the loaded dataset |
| The William C. Earhart Co. Inc. | NONE | $218,531 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc | NONE | $199,376 | not reported in the loaded dataset |
| Milliman, Inc | NONE | $197,119 | not reported in the loaded dataset |
| Oregon Laborers-Employers Admin LLC | LLC MEMBER | $161,573 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $156,473 | not reported in the loaded dataset |
| Washington Capital Management, Inc | NONE | $129,331 | not reported in the loaded dataset |
| Mfs Heritage Trust Company | NONE | $87,966 | $0 |
| Wellington Trust Company, Na | NONE | $86,699 | $0 |
| Colett Law Group, Llp | NONE | $69,275 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $62,457 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $55,105 | not reported in the loaded dataset |
| Iron Mountain Information Mgmt, Inc | NONE | $33,475 | not reported in the loaded dataset |
| Metro Presort Inc | NONE | $33,066 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $23,191 | $0 |
| U.S. Bank, N.A. | NONE | $19,983 | $0 |
| Stephen Horn Insurance Services | NONE | $0 | $12,599 |