Cornell-Hart Pension Plan — Form 5500 plan (Cornell-Hart Pension Plan Board Of Trustees)
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, Cornell-Hart Pension Plan is a benefit plan reported by Cornell-Hart Pension Plan Board Of Trustees under EIN 93-0747524 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,622 participants and $91,826,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cornell-Hart Pension Plan Board Of Trustees
- EIN
- 93-0747524
- Plan number
- 002
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,622
- End-of-year plan assets
- $91,826,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,622 | H, C | 20250115001506NAL0034165104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,826,288
- Total liabilities (EOY)
- $8,433
- Net assets (EOY)
- $91,817,855
- Net assets (BOY)
- $72,354,749
Income & contributions
- Participant contributions
- $9,581,581
- Total contributions
- $9,749,041
- Total income / additions
- $23,400,936
Expenses & distributions
- Benefits paid
- $3,563,858
- Administrative expenses
- $373,972
- Total expenses
- $3,937,830
- Net increase / (decrease)
- $19,463,106
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement | ADMINISTRATION | $147,741 | $0 | 2023 |
| Ferguson Wellman Capital Management | INVESTMENT MANAGER | $99,687 | $0 | 2023 |
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $39,530 | not reported in the loaded dataset | 2023 |
| Platform Cpas Llp | AUDITOR | $17,200 | not reported in the loaded dataset | 2023 |
| Brownstein Rask Llp | LEGAL COUNSEL | $7,081 | not reported in the loaded dataset | 2023 |
| Jh Herrle & Assoc. Insurance Co. | INSURANCE BROKER | $0 | $0 | 2023 |
| The Bank Of New York Mellon | INVESTMENT CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cornell-Hart Pension Plan Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Empower Retirement — Schedule C compensation
- Ferguson Wellman Capital Management — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Platform Cpas Llp — Schedule C compensation
- Brownstein Rask Llp — Schedule C compensation
- Jh Herrle & Assoc. Insurance Co. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation