Inlandboatmen'S Union Of The Pacific National Pension Plan — Form 5500 plan (Board Of Trustees, Ibu Of The Pacific National)
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, Inlandboatmen'S Union Of The Pacific National Pension Plan is a benefit plan reported by Board Of Trustees, Ibu Of The Pacific National under EIN 93-0792184 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,681 participants and $280,858,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibu Of The Pacific National
- EIN
- 93-0792184
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 4,681
- End-of-year plan assets
- $280,858,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,681 | H, C | 20250415185503NAL0003797153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $280,858,946
- Total liabilities (EOY)
- $236,244
- Net assets (EOY)
- $280,622,702
- Net assets (BOY)
- $265,474,423
Income & contributions
- Employer contributions
- $15,086,428
- Total contributions
- $15,086,428
- Total income / additions
- $40,785,837
Expenses & distributions
- Benefits paid
- $24,086,401
- Administrative expenses
- $1,551,157
- Total expenses
- $25,637,558
- Net increase / (decrease)
- $15,148,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $258,794 | not reported in the loaded dataset | 2023 |
| Chevy Chase Investment Manager | NONE | $188,875 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | NONE | $161,936 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $103,113 | not reported in the loaded dataset | 2023 |
| Panagora Investment Manager | NONE | $102,515 | not reported in the loaded dataset | 2023 |
| William Blair & Company | NONE | $85,214 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $76,667 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $75,324 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $46,495 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $36,418 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $22,919 | not reported in the loaded dataset | 2023 |
| Brownstein, Rask, Sweeney, Kerr | NONE | $19,081 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $17,069 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $12,877 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibu Of The Pacific National
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Benesys, Inc. — Schedule C compensation
- Chevy Chase Investment Manager — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Panagora Investment Manager — Schedule C compensation
- William Blair & Company — Schedule C compensation
- Verus — Schedule C compensation
- Union Bank — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Brownstein, Rask, Sweeney, Kerr — Schedule C compensation
- Aetna — Schedule C compensation
- Smart Source LLC — Schedule C compensation