2023 Form 5500 filing — Lumber Industry 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 20241017145503NAL0033167041001) for Lumber Industry Pension Plan, reported by Board Of Trustees, Cic-Forest Products Retirement under EIN 45-6909074 and plan number 002. It reports 5,834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017145503NAL0033167041001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Cic-Forest Products Retirement
- EIN
- 45-6909074
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 5,834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,317,237
- Total liabilities (EOY)
- $84,205
- Net assets (EOY)
- $152,233,032
- Total income / additions
- $16,640,369
- Benefits paid
- $22,043,140
- Administrative expenses
- $1,057,276
- Total expenses
- $23,100,416
- Net increase / (decrease)
- -$6,460,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Administrators, Inc. | NONE | $322,452 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $138,455 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $56,516 | not reported in the loaded dataset |
| Vigilant Services, Inc. | NONE | $45,000 | not reported in the loaded dataset |
| Rvk, Inc. | NONE | $43,125 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $33,848 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $26,539 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $24,537 | not reported in the loaded dataset |
| Mfs Heritage Trust Company | NONE | $17,180 | $0 |
| Propel Insurance | NONE | $0 | $10,076 |
| Blackrock Institutional Trust Co | NONE | $9,479 | $0 |