Local Union 598 Supplemental Pension Plan — Form 5500 plan (Trustees, Local Union 598 Supplemental Pension Plan)
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, Local Union 598 Supplemental Pension Plan is a benefit plan reported by Trustees, Local Union 598 Supplemental Pension Plan under EIN 93-1069859 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,076 participants and $142,516,759 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, Local Union 598 Supplemental Pension Plan
- EIN
- 93-1069859
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,076
- End-of-year plan assets
- $142,516,759
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,076 | H, C | 20250715202034NAL0001898179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,516,759
- Total liabilities (EOY)
- $108,737
- Net assets (EOY)
- $142,408,022
- Net assets (BOY)
- $112,613,528
Income & contributions
- Employer contributions
- $9,847,995
- Total contributions
- $9,847,995
- Total income / additions
- $37,390,795
Expenses & distributions
- Benefits paid
- $7,282,337
- Administrative expenses
- $313,964
- Total expenses
- $7,596,301
- Net increase / (decrease)
- $29,794,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Pension Services | NONE | $89,483 | not reported in the loaded dataset | 2023 |
| Benesys, Inc | NONE | $77,604 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $41,324 | not reported in the loaded dataset | 2023 |
| Marsh And Mclennan Agency LLC | NONE | $36,809 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | NONE | $19,225 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $12,360 | not reported in the loaded dataset | 2023 |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $9,529 | not reported in the loaded dataset | 2023 |
| Iron Creek Tax And Consulting | NONE | $8,837 | not reported in the loaded dataset | 2023 |
| Travelers Insurance | NONE | $8,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, Local Union 598 Supplemental Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Northwest Pension Services — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Marsh And Mclennan Agency LLC — Schedule C compensation
- Highland Capital Management — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Turner, Stoeve & Gagliardi, P.S. — Schedule C compensation
- Iron Creek Tax And Consulting — Schedule C compensation
- Travelers Insurance — Schedule C compensation