2023 Form 5500 filing — Oregon Teamster Employers 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 20241015213239NAL0058258338001) for Oregon Teamster Employers Trust, reported by Board Of Trustees Of Oregon Teamster Employers Trust under EIN 93-6021475 and plan number 501. It reports 11,470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213239NAL0058258338001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Oregon Teamster Employers Trust
- EIN
- 93-6021475
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 11,470
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $231,546,583
- Total liabilities (EOY)
- $26,017,099
- Net assets (EOY)
- $205,529,484
- Employer contributions
- $203,232,485
- Participant contributions
- $6,287,364
- Total income / additions
- $229,537,184
- Benefits paid
- $188,293,154
- Administrative expenses
- $8,486,055
- Total expenses
- $196,779,209
- Net increase / (decrease)
- $32,757,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regence Blue Cross Blue Shield | NONE | $5,558,802 | $103,035 |
| William C. Earhart Co., Inc. | NONE | $1,400,825 | not reported in the loaded dataset |
| Loomis, Sayles & Co. Lp | NONE | $418,345 | not reported in the loaded dataset |
| Express Scripts | NONE | $289,345 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $229,196 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $217,098 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $117,669 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $92,457 | not reported in the loaded dataset |
| Bennett, Hartman, Morris & Kaplan | NONE | $89,351 | not reported in the loaded dataset |
| Us Bank, Na | NONE | $63,311 | $0 |
| Metro Presort, Inc. | NONE | $52,960 | not reported in the loaded dataset |
| Cenveo Worldwide Limited | NONE | $29,573 | not reported in the loaded dataset |
| Innovative Care Management | NONE | $5,283 | not reported in the loaded dataset |