Oregon & Southwest Washington Painters Pension Pln — Form 5500 plan (Oregon & Southwest Washington Painters Pension Plan, 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, Oregon & Southwest Washington Painters Pension Pln is a benefit plan reported by Oregon & Southwest Washington Painters Pension Plan, Trustees under EIN 93-6022791 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,654 participants and $177,702,936 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon & Southwest Washington Painters Pension Plan, Trustees
- EIN
- 93-6022791
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 2,654
- End-of-year plan assets
- $177,702,936
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,654 | H, C | 20241013133006NAL0012444275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $177,702,936
- Total liabilities (EOY)
- $134,916
- Net assets (EOY)
- $177,568,020
- Net assets (BOY)
- $159,034,528
Income & contributions
- Employer contributions
- $10,604,150
- Total contributions
- $10,604,150
- Total income / additions
- $30,492,131
Expenses & distributions
- Benefits paid
- $11,176,725
- Administrative expenses
- $781,914
- Total expenses
- $11,958,639
- Net increase / (decrease)
- $18,533,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Boston Company | INVESTMENT MANAGER | $148,030 | $0 | 2023 |
| Trucker Huss | LEGAL | $129,333 | not reported in the loaded dataset | 2023 |
| Milliman Usa | ACTUARY | $82,595 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset | 2023 |
| William C. Earhart Co. Inc. | THIRD PARTY ADMINISTRATOR | $79,658 | not reported in the loaded dataset | 2023 |
| Us Bank N.A. | INVESTMENT CUSTODIAN | $46,465 | $0 | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $28,972 | not reported in the loaded dataset | 2023 |
| The Urban Law Firm | LEGAL | $19,327 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon & Southwest Washington Painters Pension Plan, Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- The Boston Company — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- William C. Earhart Co. Inc. — Schedule C compensation
- Us Bank N.A. — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- The Urban Law Firm — Schedule C compensation