2023 Form 5500 filing — Western States Office & Professional Employees Pen
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 20241015212629NAL0015426835005) for Western States Office & Professional Employees Pen, reported by Western States Office & Professional Employees Pension Fund under EIN 94-6076144 and plan number 001. It reports 7,454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212629NAL0015426835005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Western States Office & Professional Employees Pension Fund
- EIN
- 94-6076144
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 7,454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $610,419,899
- Total liabilities (EOY)
- $563,894
- Net assets (EOY)
- $609,856,005
- Employer contributions
- $9,910,485
- Total income / additions
- $343,061,841
- Benefits paid
- $73,380,156
- Administrative expenses
- $2,730,338
- Total expenses
- $76,110,494
- Net increase / (decrease)
- $266,951,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $502,780 | not reported in the loaded dataset |
| Jpmorgan Chase Bank | NONE | $291,885 | $0 |
| Eide Bailly Llp | NONE | $235,422 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $215,000 | not reported in the loaded dataset |
| Joseph L Reinhart | NONE | $201,210 | not reported in the loaded dataset |
| Invesco | NONE | $187,749 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $176,225 | not reported in the loaded dataset |
| Rael & Letson | NONE | $173,841 | not reported in the loaded dataset |
| Loomis Sayles & Co., Lp | NONE | $154,099 | not reported in the loaded dataset |
| J.P. Morgan Investments Management | NONE | $53,341 | $0 |
| Us Bank | NONE | $28,040 | $0 |
| Blackrock Institutional | NONE | $10,707 | not reported in the loaded dataset |