Seiu Local 503 Retirement Plan — Form 5500 plan (Seiu Local 503, Oregon Public Employees Union)
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, Seiu Local 503 Retirement Plan is a benefit plan reported by Seiu Local 503, Oregon Public Employees Union under EIN 93-0323147 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $29,039,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seiu Local 503, Oregon Public Employees Union
- EIN
- 93-0323147
- Plan number
- 002
- Plan type
- 2
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $29,039,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241007114543NAL0027338320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,039,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,039,450
- Net assets (BOY)
- $24,782,861
Income & contributions
- Employer contributions
- $2,211,847
- Participant contributions
- $325,232
- Total contributions
- $2,537,079
- Total income / additions
- $6,679,266
Expenses & distributions
- Benefits paid
- $2,312,575
- Administrative expenses
- $109,256
- Total expenses
- $2,422,677
- Net increase / (decrease)
- $4,256,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Advisor | NONE | $78,977 | not reported in the loaded dataset | 2023 |
| Northwest Plan Services | NONE | $22,229 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $8,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seiu Local 503, Oregon Public Employees Union
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Aldrich Wealth Advisor — Schedule C compensation
- Northwest Plan Services — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation