Plan5500

Oregon Teamsters Group Legal Trust Fund — Form 5500 plan (Oregon Teamsters Group Legal Trust)

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 Teamsters Group Legal Trust Fund is a benefit plan reported by Oregon Teamsters Group Legal Trust under EIN 93-0713781 and plan number 501. The latest loaded filing year is 2023. The filing reports 239 participants and $34,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oregon Teamsters Group Legal Trust
EIN
93-0713781
Plan number
501
Plan type
3
Location
Tigard, OR
Latest filing year
2023
Participants
239
End-of-year plan assets
$34,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241013190200NAL0026146641003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,115
Total liabilities (EOY)
$390
Net assets (EOY)
$33,725
Net assets (BOY)
$42,911

Income & contributions

Employer contributions
$25,925
Total contributions
$25,925
Total income / additions
$51,434

Expenses & distributions

Benefits paid
$18,810
Administrative expenses
$41,810
Total expenses
$60,620
Net increase / (decrease)
-$9,186

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Middleton & Company, Cpa, Pcnot reported in the loaded dataset$21,950not reported in the loaded dataset2023
Withumsmith Brown, Pcnot reported in the loaded dataset$13,614not reported in the loaded dataset2023

Related Form 5500 pages