2023 Form 5500 filing — Oregon Laborers-Employers Health And Welfare 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 20241015195143NAL0015345507001) for Oregon Laborers-Employers Health And Welfare Plan, reported by Board Of Trustees, Oregon Laborers- Employers under EIN 93-6024141 and plan number 501. It reports 2,822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195143NAL0015345507001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Oregon Laborers- Employers
- EIN
- 93-6024141
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 2,822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,071,952
- Total liabilities (EOY)
- $4,528,782
- Net assets (EOY)
- $55,543,170
- Employer contributions
- $37,432,616
- Participant contributions
- $1,333,552
- Total income / additions
- $44,718,931
- Benefits paid
- $34,743,368
- Administrative expenses
- $2,584,614
- Total expenses
- $37,327,982
- Net increase / (decrease)
- $7,390,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regence Bc/Bs Of Oregon | NONE | $1,313,474 | $38,924 |
| The William C. Earhart Co, Inc | NONE | $337,150 | not reported in the loaded dataset |
| Oregon Laborers-Employers Admin LLC | LLC MEMBER | $204,823 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $125,370 | not reported in the loaded dataset |
| Kroger Prescription Plans, Inc. | NONE | $115,518 | $0 |
| Withumsmith+Brown, Pc | NONE | $68,840 | not reported in the loaded dataset |
| Colett Law Group, Llp | NONE | $47,485 | not reported in the loaded dataset |
| Weinberg, Roger, Rosenfeld | NONE | $47,435 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $46,775 | not reported in the loaded dataset |
| Loomis, Sayles & Company, Lp | NONE | $45,754 | not reported in the loaded dataset |
| Canopy Inc. | NONE | $35,714 | not reported in the loaded dataset |
| Us Bank, N.A. | NONE | $32,429 | $0 |
| Iron Mountain Information Mgmt, Inc | NONE | $30,797 | not reported in the loaded dataset |
| Willamette Dental | NONE | $30,365 | not reported in the loaded dataset |
| Metro Presort, Inc | NONE | $26,633 | not reported in the loaded dataset |
| Mzq Consulting, LLC | NONE | $9,500 | not reported in the loaded dataset |
| S&A Horn Limited | NONE | $0 | $7,931 |