Plan5500

2023 Form 5500 filing — Clackamas County Sheriff'S Office Independent Retiree Medical 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 20250305170007NAL0004676691001) for Clackamas County Sheriff'S Office Independent Retiree Medical Trust, reported by Clackamas County Sheriff'S Office Independent Retiree Medical Trust under EIN 47-1948283 and plan number 501. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250305170007NAL0004676691001
Filing year
2023
Form type
2
Plan sponsor
Clackamas County Sheriff'S Office Independent Retiree Medical Trust
EIN
47-1948283
Plan number
501
Location
Portland, OR
Participants
132
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,252,435
Total liabilities (EOY)
$142,129
Net assets (EOY)
$6,110,306
Employer contributions
$1,366,038
Participant contributions
$368,249
Total income / additions
$2,355,128
Benefits paid
$1,719,165
Administrative expenses
$102,859
Total expenses
$1,822,024
Net increase / (decrease)
$533,104
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The William C. Earhart Company, IncTHIRD PARTY ADMINISTRATOR$36,000not reported in the loaded dataset
Bartel Associates LLCACTUARY$19,685not reported in the loaded dataset
Northwest Capital Management, IncINVESTMENT MANAGER$13,828not reported in the loaded dataset
Platform Cpas, LlpAUDITOR$11,185not reported in the loaded dataset
Joseph L. Reinhart, P.C.LEGAL COUNSEL$6,028not reported in the loaded dataset

Related Form 5500 pages