2023 Form 5500 filing — Oregon District Foundry 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 20250115151620NAL0044276818001) for Oregon District Foundry Pension Plan, reported by Joint Board Of Trustees, Oregon District Foundry Pension Trust under EIN 93-6028742 and plan number 001. It reports 739 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115151620NAL0044276818001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Oregon District Foundry Pension Trust
- EIN
- 93-6028742
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 739
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,159,716
- Total liabilities (EOY)
- $57,888
- Net assets (EOY)
- $44,101,828
- Employer contributions
- $6,803
- Total income / additions
- $6,531,351
- Benefits paid
- $3,116,991
- Administrative expenses
- $366,858
- Total expenses
- $3,483,849
- Net increase / (decrease)
- $3,047,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quest Investment Management | NONE | $144,450 | $0 |
| Uea Inc | RELATED PARTY | $79,571 | not reported in the loaded dataset |
| Us Bank | NONE | $33,027 | $0 |
| David Dougherty LLC | NONE | $29,790 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $20,580 | not reported in the loaded dataset |
| Ogletree Deakins | NONE | $10,676 | not reported in the loaded dataset |