Regional District Council Welfare Plan And Trust — Form 5500 plan (Board Of Trustees, Regional Dist. Council Welfareplan And 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, Regional District Council Welfare Plan And Trust is a benefit plan reported by Board Of Trustees, Regional Dist. Council Welfareplan And Trust under EIN 56-2546659 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,255 participants and $25,389,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Regional Dist. Council Welfareplan And Trust
- EIN
- 56-2546659
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,255
- End-of-year plan assets
- $25,389,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,255 | H, C | 20250317190918NAL0002145217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,389,104
- Total liabilities (EOY)
- $530,043
- Net assets (EOY)
- $24,859,061
- Net assets (BOY)
- $21,171,162
Income & contributions
- Employer contributions
- $5,699,703
- Participant contributions
- $58,381
- Total contributions
- $5,758,084
- Total income / additions
- $8,098,038
Expenses & distributions
- Benefits paid
- $3,062,448
- Administrative expenses
- $1,347,691
- Total expenses
- $4,410,139
- Net increase / (decrease)
- $3,687,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna | NONE | $492,256 | $0 | 2023 |
| William C. Earhart Company | NONE | $439,364 | not reported in the loaded dataset | 2023 |
| Withumsmith&Brown, P.C. | NONE | $120,092 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $119,957 | not reported in the loaded dataset | 2023 |
| Acropolis Investment Management | NONE | $83,580 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones, LLC | NONE | $34,892 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $9,599 | not reported in the loaded dataset | 2023 |
| Metropolitan Presort, Inc. | NONE | $6,439 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Regional Dist. Council Welfareplan And Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Cigna — Schedule C compensation
- William C. Earhart Company — Schedule C compensation
- Withumsmith&Brown, P.C. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Acropolis Investment Management — Schedule C compensation
- Hartnett Reyes-Jones, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Metropolitan Presort, Inc. — Schedule C compensation