Confederated Tribes Of Grand Ronde Employee Health Plan — Form 5500 plan (Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust)
Plain-English plan 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, Confederated Tribes Of Grand Ronde Employee Health Plan is a benefit plan reported by Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust under EIN 20-0805405 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,393 participants and $18,118,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust
- EIN
- 20-0805405
- Plan number
- 502
- Plan type
- 2
- Location
- Grand Ronde, OR
- Latest filing year
- 2023
- Participants
- 1,393
- End-of-year plan assets
- $18,118,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,393 | H, C | 20240910112301NAL0012964498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,118,246
- Total liabilities (EOY)
- $1,888,363
- Net assets (EOY)
- $16,229,883
- Net assets (BOY)
- $14,757,299
Income & contributions
- Employer contributions
- $19,331,200
- Participant contributions
- $1,493,889
- Total contributions
- $20,825,089
- Total income / additions
- $24,746,405
Expenses & distributions
- Benefits paid
- $22,272,490
- Administrative expenses
- $1,001,331
- Total expenses
- $23,273,821
- Net increase / (decrease)
- $1,472,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shasta Administrative Services | CONTRACT ADMINISTRATOR | $909,666 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services, Inc. | CONSULTANT | $27,000 | not reported in the loaded dataset | 2023 |
| Optumrx/Catamaran/Restat LLC | CONTRACT ADMINISTRATOR | $20,260 | not reported in the loaded dataset | 2023 |
| Redw, LLC | AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Allegiance Benefit Plan Management | CONTRACT ADMINISTRATOR | $12,925 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Confederated Tribes Of Grand Ronde Employee Welfare Benefits Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Grand Ronde, OR
- Shasta Administrative Services — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Optumrx/Catamaran/Restat LLC — Schedule C compensation
- Redw, LLC — Schedule C compensation
- Allegiance Benefit Plan Management — Schedule C compensation
- Rsm Us Llp — Schedule C compensation