2023 Form 5500 filing — Umta 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 20250415125340NAL0003282241001) for Umta Trust, reported by United Metal Trades Association Of Oregon under EIN 93-6029224 and plan number 501. It reports 1,447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$36.6MReported net assets$36,621,183

Participants1.4K1,447

Provider compensation$2.5M11 Schedule C row(s)$2,513,655

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250415125340NAL0003282241001
Plan sponsor: United Metal Trades Association Of Oregon
EIN: 93-6029224
Plan number: 501
Location: Portland, OR
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39.9M total assets

Net assets$36.6MLiabilities$3.3M

Money in vs. money out

Total income / additions$19.3M

Total expenses$18.6M

Benefits paid / distributions$16M

Contributions

Employer$16.4M

Participant$128.8K

Full reported line items

Total assets (EOY): $39,895,094
Total liabilities (EOY): $3,273,911
Net assets (EOY): $36,621,183
Employer contributions: $16,376,786
Participant contributions: $128,786
Total income / additions: $19,343,646
Benefits paid: $15,991,935
Administrative expenses: $2,558,886
Total expenses: $18,550,821
Net increase / (decrease): $792,825

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Us Benefits Inc.$902.9K
SUBSIDIARY OF UMTA · Direct $902.9K
2
Uea, Inc.$700.1K
SUBSIDIARY OF UMTA · Direct $700.1K
3
Cigna Health And Life Insurance Co.$445.7K
NONE · Direct $445.7K
4
Welldynerx, LLC$102.5K
NONE · Direct $102.5K
5
Quest Investment Management$93K
NONE · Direct $93K · Indirect $0
6
Barran Liebman$72K
NONE · Direct $72K
7
Zipari, Inc.$65.7K
NONE · Direct $65.7K
8
The Partners Group, LLC$61.3K
NONE · Direct $61.3K
9
Withumsmith+Brown, Pc$26.5K
NONE · Direct $26.5K
10
Us Bank$25.9K
NONE · Direct $25.9K · Indirect $0
11
Prism Health Group, LLC$18K
NONE · Direct $18K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415125340NAL0003282241001 cover?: It is the 2023 Form 5500 filing for Umta Trust, reported by United Metal Trades Association Of Oregon (EIN 93-6029224).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).