2023 Form 5500 filing — Inlandboatmen'S Union Of The Pacific National 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 20250415185503NAL0003797153001) for Inlandboatmen'S Union Of The Pacific National Pension Plan, reported by Board Of Trustees, Ibu Of The Pacific National under EIN 93-0792184 and plan number 001. It reports 4,681 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415185503NAL0003797153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibu Of The Pacific National
- EIN
- 93-0792184
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 4,681
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $280,858,946
- Total liabilities (EOY)
- $236,244
- Net assets (EOY)
- $280,622,702
- Employer contributions
- $15,086,428
- Total income / additions
- $40,785,837
- Benefits paid
- $24,086,401
- Administrative expenses
- $1,551,157
- Total expenses
- $25,637,558
- Net increase / (decrease)
- $15,148,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $258,794 | not reported in the loaded dataset |
| Chevy Chase Investment Manager | NONE | $188,875 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | NONE | $161,936 | not reported in the loaded dataset |
| Milliman | NONE | $103,113 | not reported in the loaded dataset |
| Panagora Investment Manager | NONE | $102,515 | not reported in the loaded dataset |
| William Blair & Company | NONE | $85,214 | not reported in the loaded dataset |
| Verus | NONE | $76,667 | not reported in the loaded dataset |
| Union Bank | NONE | $75,324 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $46,495 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $36,418 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $22,919 | not reported in the loaded dataset |
| Brownstein, Rask, Sweeney, Kerr | NONE | $19,081 | not reported in the loaded dataset |
| Aetna | NONE | $17,069 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $12,877 | not reported in the loaded dataset |