2023 Form 5500 filing — Cornell-Hart 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 20250115001506NAL0034165104001) for Cornell-Hart Pension Plan, reported by Cornell-Hart Pension Plan Board Of Trustees under EIN 93-0747524 and plan number 002. It reports 1,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115001506NAL0034165104001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cornell-Hart Pension Plan Board Of Trustees
- EIN
- 93-0747524
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 1,622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,826,288
- Total liabilities (EOY)
- $8,433
- Net assets (EOY)
- $91,817,855
- Participant contributions
- $9,581,581
- Total income / additions
- $23,400,936
- Benefits paid
- $3,563,858
- Administrative expenses
- $373,972
- Total expenses
- $3,937,830
- Net increase / (decrease)
- $19,463,106
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement | ADMINISTRATION | $147,741 | $0 |
| Ferguson Wellman Capital Management | INVESTMENT MANAGER | $99,687 | $0 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $39,530 | not reported in the loaded dataset |
| Platform Cpas Llp | AUDITOR | $17,200 | not reported in the loaded dataset |
| Brownstein Rask Llp | LEGAL COUNSEL | $7,081 | not reported in the loaded dataset |
| Jh Herrle & Assoc. Insurance Co. | INSURANCE BROKER | $0 | $0 |
| The Bank Of New York Mellon | INVESTMENT CUSTODIAN | $0 | $0 |