Confederated Tribes Of The Umatilla Indian Reservation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Confederated Tribes Of The Umatilla Indian Reservation)

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, Confederated Tribes Of The Umatilla Indian Reservation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Confederated Tribes Of The Umatilla Indian Reservation under EIN 93-0624734 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,016 participants and $127,189,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Confederated Tribes Of The Umatilla Indian Reservation
EIN
93-0624734
Plan number
002
Plan type
2
Location
Pendleton, OR
Latest filing year
2023
Participants
3,016
End-of-year plan assets
$127,189,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,016H, C20241015154850NAL0058535746001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,189,451
Total liabilities (EOY)
$0
Net assets (EOY)
$127,189,451
Net assets (BOY)
$103,396,808

Income & contributions

Employer contributions
$6,716,804
Participant contributions
$8,300,483
Total contributions
$15,771,356
Total income / additions
$32,139,202

Expenses & distributions

Benefits paid
$8,059,955
Administrative expenses
$282,006
Total expenses
$8,346,559
Net increase / (decrease)
$23,792,643

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$282,006$02023

Related Form 5500 pages