All Alaska Longshore Health And Welfare Trust Fund — Form 5500 plan (Bot, All Alaska Longshore Health And Welfare Trust Fund)
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, All Alaska Longshore Health And Welfare Trust Fund is a benefit plan reported by Bot, All Alaska Longshore Health And Welfare Trust Fund under EIN 91-6070467 and plan number 501. The latest loaded filing year is 2023. The filing reports 357 participants and $16,213,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot, All Alaska Longshore Health And Welfare Trust Fund
- EIN
- 91-6070467
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $16,213,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20241015113457NAL0047598608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,213,448
- Total liabilities (EOY)
- $818,112
- Net assets (EOY)
- $15,395,336
- Net assets (BOY)
- $13,256,765
Income & contributions
- Employer contributions
- $10,317,088
- Participant contributions
- $6,717
- Total contributions
- $10,323,805
- Total income / additions
- $11,464,669
Expenses & distributions
- Benefits paid
- $9,065,144
- Administrative expenses
- $260,954
- Total expenses
- $9,326,098
- Net increase / (decrease)
- $2,138,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $91,223 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $43,082 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $25,280 | not reported in the loaded dataset | 2023 |
| Ferguson Wellman Capital Mgt. | NONE | $22,715 | $624 | 2023 |
| Barlow,Coughran,Morales,Josephson | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | PARTY-IN-INTEREST | $5,188 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot, All Alaska Longshore Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Benesys, Inc. — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Ferguson Wellman Capital Mgt. — Schedule C compensation
- Barlow,Coughran,Morales,Josephson — Schedule C compensation
- Us Bank N.A. — Schedule C compensation