2023 Form 5500 filing — Toc-Woodworkers, Iam Defined Contribution Plan And 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 20250317202505NAL0001761715001) for Toc-Woodworkers, Iam Defined Contribution Plan And Trust, reported by Board Of Trustees, Toc-Woodworkers, Iam Defined under EIN 93-0951083 and plan number 002. It reports 2,888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317202505NAL0001761715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Toc-Woodworkers, Iam Defined
- EIN
- 93-0951083
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 2,888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,012,473
- Total liabilities (EOY)
- $158,568
- Net assets (EOY)
- $139,853,905
- Employer contributions
- $121,284
- Participant contributions
- $307,085
- Total income / additions
- $33,654,875
- Benefits paid
- $17,412,070
- Administrative expenses
- $702,344
- Total expenses
- $18,114,414
- Net increase / (decrease)
- $15,540,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $322,017 | not reported in the loaded dataset |
| Benesys, Inc | NONE | $135,520 | not reported in the loaded dataset |
| Joseph L. Reinhart, Pc | NONE | $49,714 | not reported in the loaded dataset |
| Rvk, Inc | NONE | $42,251 | not reported in the loaded dataset |
| Vigilant Services, Inc | NONE | $30,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $28,150 | not reported in the loaded dataset |
| Union Bank | NONE | $16,903 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $7,811 | not reported in the loaded dataset |
| Iron Mountain | NONE | $6,707 | not reported in the loaded dataset |