Ind Acct Plan For The Oregon Sheet Metal Workers — Form 5500 plan (Bot - Oregon Sheet Metal Workers Master Retirement 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, Ind Acct Plan For The Oregon Sheet Metal Workers is a benefit plan reported by Bot - Oregon Sheet Metal Workers Master Retirement Trust under EIN 93-6018501 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,361 participants and $57,826,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot - Oregon Sheet Metal Workers Master Retirement Trust
- EIN
- 93-6018501
- Plan number
- 002
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,361
- End-of-year plan assets
- $57,826,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,361 | H, C | 20241014123027NAL0027272481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,826,851
- Total liabilities (EOY)
- $10,011
- Net assets (EOY)
- $57,816,840
- Net assets (BOY)
- $50,223,943
Income & contributions
- Participant contributions
- $2,270,975
- Total contributions
- $2,369,646
- Total income / additions
- $10,354,381
Expenses & distributions
- Benefits paid
- $2,509,692
- Administrative expenses
- $251,792
- Total expenses
- $2,761,484
- Net increase / (decrease)
- $7,592,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The William C. Earhart Company Inc. | NONE | $79,114 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Service | NONE | $71,549 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $26,979 | not reported in the loaded dataset | 2023 |
| Ogletree, Deakins, Nash, Et Al. | NONE | $22,555 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc | NONE | $16,792 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot - Oregon Sheet Metal Workers Master Retirement Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- The William C. Earhart Company Inc. — Schedule C compensation
- John Hancock Retirement Service — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Ogletree, Deakins, Nash, Et Al. — Schedule C compensation
- Verus Advisory, Inc — Schedule C compensation