Retirement Plan Of The Millmen'S Retirement Trust Of Washington — Form 5500 plan (Board Of Trustees, Retirement Plan Millmens Retirement Trust Of Wash.)
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, Retirement Plan Of The Millmen'S Retirement Trust Of Washington is a benefit plan reported by Board Of Trustees, Retirement Plan Millmens Retirement Trust Of Wash. under EIN 91-6134143 and plan number 001. The latest loaded filing year is 2023. The filing reports 569 participants and $27,022,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Retirement Plan Millmens Retirement Trust Of Wash.
- EIN
- 91-6134143
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 569 | H, C | 20241009121352NAL0019147889001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $27,022,194
- Total liabilities (EOY)
- $40,801
- Net assets (EOY)
- $26,981,393
- Net assets (BOY)
- $27,449,139
Income & contributions
- Employer contributions
- $135,912
- Total contributions
- $135,912
- Total income / additions
- $2,241,657
Expenses & distributions
- Benefits paid
- $2,484,572
- Administrative expenses
- $224,831
- Total expenses
- $2,709,403
- Net increase / (decrease)
- -$467,746
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $60,156 | not reported in the loaded dataset | 2023 |
| The William C Earhart Co, Inc | NONE | $37,260 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates | NONE | $24,432 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $14,876 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonlarson Llp | NONE | $12,952 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $7,946 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Retirement Plan Millmens Retirement Trust Of Wash.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Milliman — Schedule C compensation
- The William C Earhart Co, Inc — Schedule C compensation
- Rv Kuhns & Associates — Schedule C compensation
- Us Bank — Schedule C compensation
- Cliftonlarsonlarson Llp — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation