Trail Blazers Savings And Retirement Plan — Form 5500 plan (Trail Blazers 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, Trail Blazers Savings And Retirement Plan is a benefit plan reported by Trail Blazers Inc. under EIN 91-1409166 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $36,082,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trail Blazers Inc.
- EIN
- 91-1409166
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $36,082,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20241014163510NAL0053178338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,082,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,082,914
- Net assets (BOY)
- $32,185,478
Income & contributions
- Employer contributions
- $782,261
- Participant contributions
- $2,205,854
- Total contributions
- $3,336,060
- Total income / additions
- $8,642,424
Expenses & distributions
- Benefits paid
- $4,611,975
- Administrative expenses
- $133,013
- Total expenses
- $4,744,988
- Net increase / (decrease)
- $3,897,436
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tpg Financial Advisors LLC | NONE | $57,987 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $56,293 | $0 | 2023 |
| Delap | NONE | $19,000 | not reported in the loaded dataset | 2023 |