Three Rivers Casino And Affiliates Deferred Compensation Plan — Form 5500 plan (Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians)

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, Three Rivers Casino And Affiliates Deferred Compensation Plan is a benefit plan reported by Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians under EIN 93-0903782 and plan number 001. The latest loaded filing year is 2023. The filing reports 511 participants and $7,435,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Confederated Tribes Of Coos, Lower Umpqua And Siuslaw Indians
EIN
93-0903782
Plan number
001
Plan type
2
Location
Coos Bay, OR
Latest filing year
2023
Participants
511
End-of-year plan assets
$7,435,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023511H, C20241015144318NAL0016654371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,435,687
Total liabilities (EOY)
$5,799
Net assets (EOY)
$7,429,888
Net assets (BOY)
$5,495,642

Income & contributions

Employer contributions
$758,390
Participant contributions
$613,391
Total contributions
$1,417,347
Total income / additions
$2,382,571

Expenses & distributions

Benefits paid
$392,774
Administrative expenses
$57,482
Total expenses
$450,256
Net increase / (decrease)
$1,932,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLC - RpcpINVESTMENT ADVISOR$14,004not reported in the loaded dataset2023
Pension Plan SpecialistsTPA$8,676$02023
John Hancock Life Insurance CompanyRECORDKEEPER$2,716$02023

Related Form 5500 pages