2023 Form 5500 filing — Inlandboatmen'S Union Of The Pacific National 401(K) 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 20250415192504NAL0006643936001) for Inlandboatmen'S Union Of The Pacific National 401(K) Plan, reported by Board Of Trustees, Ibu Of The Pacific National Pension under EIN 93-0792184 and plan number 002. It reports 702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415192504NAL0006643936001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibu Of The Pacific National Pension
- EIN
- 93-0792184
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,459,733
- Total liabilities (EOY)
- $179,987
- Net assets (EOY)
- $64,279,746
- Participant contributions
- $3,265,416
- Total income / additions
- $11,997,819
- Benefits paid
- $5,649,262
- Administrative expenses
- $157,030
- Total expenses
- $5,806,292
- Net increase / (decrease)
- $6,191,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Verus | NONE | $38,333 | not reported in the loaded dataset |
| Benesys Inc | NONE | $28,410 | not reported in the loaded dataset |
| John Hancock Trust Company, LLC | NONE | $26,174 | $0 |
| Cliftonlarsonallen Lp | NONE | $17,756 | not reported in the loaded dataset |
| Brownstein Rask | NONE | $7,410 | not reported in the loaded dataset |