Oregon Bakers Union Trust Fund — Form 5500 plan (Board Of Trustees Of Oregon Bakers Union 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, Oregon Bakers Union Trust Fund is a benefit plan reported by Board Of Trustees Of Oregon Bakers Union Trust Fund under EIN 93-0464898 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,067 participants and $17,198,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Oregon Bakers Union Trust Fund
- EIN
- 93-0464898
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,067
- End-of-year plan assets
- $17,198,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,067 | H, C | 20250903190759NAL0015466449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,198,234
- Total liabilities (EOY)
- $94,110
- Net assets (EOY)
- $17,104,124
- Net assets (BOY)
- $15,374,090
Income & contributions
- Employer contributions
- $14,154,278
- Participant contributions
- $237,500
- Total contributions
- $14,391,778
- Total income / additions
- $15,238,756
Expenses & distributions
- Benefits paid
- $13,143,905
- Administrative expenses
- $364,817
- Total expenses
- $13,508,722
- Net increase / (decrease)
- $1,730,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William C. Earhart Company Inc. | NONE | $132,789 | not reported in the loaded dataset | 2023 |
| Oregon Dental Service | NONE | $53,167 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $39,999 | $928 | 2023 |
| Withumsmith+Brown, Pc | NONE | $36,666 | not reported in the loaded dataset | 2023 |
| Us Bank, Na | NONE | $31,673 | $0 | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $21,661 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co, Lp | NONE | $18,105 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Oregon Bakers Union Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- William C. Earhart Company Inc. — Schedule C compensation
- Oregon Dental Service — Schedule C compensation
- Propel Insurance — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Us Bank, Na — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Loomis Sayles & Co, Lp — Schedule C compensation
- Milliman, Inc — Schedule C compensation