Oregon Essential Workforce Health Care Fund — Form 5500 plan (Board Of Trustees, Oregon Essential Workforce)
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, Oregon Essential Workforce Health Care Fund is a benefit plan reported by Board Of Trustees, Oregon Essential Workforce under EIN 32-0674647 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,798 participants and $79,816,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Oregon Essential Workforce
- EIN
- 32-0674647
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,798
- End-of-year plan assets
- $79,816,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,798 | H, C | 20241202152504NAL0001736721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,816,197
- Total liabilities (EOY)
- $2,547,240
- Net assets (EOY)
- $77,268,957
- Net assets (BOY)
- $78,931,970
Income & contributions
- Employer contributions
- $19,229,517
- Participant contributions
- $1,437
- Total contributions
- $19,230,954
- Total income / additions
- $21,970,814
Expenses & distributions
- Benefits paid
- $20,601,152
- Administrative expenses
- $3,032,675
- Total expenses
- $23,633,827
- Net increase / (decrease)
- -$1,663,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rise Partnership Inc. | NONE | $828,572 | not reported in the loaded dataset | 2023 |
| Regence Bluecross Blueshield | NONE | $557,175 | not reported in the loaded dataset | 2023 |
| Magnacare LLC | NONE | $400,533 | not reported in the loaded dataset | 2023 |
| Dira Partners | NONE | $283,103 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $195,580 | not reported in the loaded dataset | 2023 |
| Welfare & Pension Admin Svc | NONE | $124,538 | not reported in the loaded dataset | 2023 |
| Slevin & Hart P.C. | NONE | $106,849 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $26,667 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $6,610 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Oregon Essential Workforce
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Rise Partnership Inc. — Schedule C compensation
- Regence Bluecross Blueshield — Schedule C compensation
- Magnacare LLC — Schedule C compensation
- Dira Partners — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Welfare & Pension Admin Svc — Schedule C compensation
- Slevin & Hart P.C. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation