The Oregon Tool Retirement Plan — Form 5500 plan (Oregon Tool, Inc.)
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, The Oregon Tool Retirement Plan is a benefit plan reported by Oregon Tool, Inc. under EIN 63-0593908 and plan number 011. The latest loaded filing year is 2023. The filing reports 1,899 participants and $65,475,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Tool, Inc.
- EIN
- 63-0593908
- Plan number
- 011
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,899
- End-of-year plan assets
- $65,475,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,899 | H, C | 20241009121335NAL0036926338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,475,801
- Total liabilities (EOY)
- $656,450
- Net assets (EOY)
- $64,819,351
- Net assets (BOY)
- $91,774,362
Income & contributions
- Employer contributions
- $930,000
- Total contributions
- $930,000
- Total income / additions
- $9,001,379
Expenses & distributions
- Benefits paid
- $33,732,969
- Administrative expenses
- $2,223,421
- Total expenses
- $35,956,390
- Net increase / (decrease)
- -$26,955,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Management Trust Company | TRUSTEE | $70,881 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | CONSULTING | $52,063 | not reported in the loaded dataset | 2023 |
| Robert W Baird & Co | INV. ADVISORY | $16,313 | not reported in the loaded dataset | 2023 |
| Kbf Cpas Llp | AUDITOR | $16,000 | not reported in the loaded dataset | 2023 |
| Fidelity Management Trust Company | INVEST MGMT | $1,734 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon Tool, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Fidelity Management Trust Company — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Robert W Baird & Co — Schedule C compensation
- Kbf Cpas Llp — Schedule C compensation