Metro West Ambulance Service Retirement Plan — Form 5500 plan (Metro West Ambulance, 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, Metro West Ambulance Service Retirement Plan is a benefit plan reported by Metro West Ambulance, Inc. under EIN 91-0877398 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,407 participants and $38,140,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metro West Ambulance, Inc.
EIN
91-0877398
Plan number
002
Plan type
2
Location
Hillsboro, OR
Latest filing year
2023
Participants
1,407
End-of-year plan assets
$38,140,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,407H, C20250313092915NAL0034609072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,140,508
Total liabilities (EOY)
$0
Net assets (EOY)
$38,140,508
Net assets (BOY)
$33,164,511

Income & contributions

Employer contributions
$500,000
Participant contributions
$1,858,251
Total contributions
$2,365,497
Total income / additions
$8,791,883

Expenses & distributions

Benefits paid
$3,717,408
Administrative expenses
$77,882
Total expenses
$3,815,886
Net increase / (decrease)
$4,975,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$90,200$622023
Tpg Financial Advisors, LLCNONE$62,887not reported in the loaded dataset2023

Related Form 5500 pages