Harrison Electrical Workers Trust Fund — Form 5500 plan (Harrison Electrical Workers Trust Fund Board Of 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, Harrison Electrical Workers Trust Fund is a benefit plan reported by Harrison Electrical Workers Trust Fund Board Of Trustees under EIN 93-6023048 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,712 participants and $407,670,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harrison Electrical Workers Trust Fund Board Of Trustees
- EIN
- 93-6023048
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 9,712
- End-of-year plan assets
- $407,670,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,712 | H, C | 20241015141508NAL0016593427006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $407,670,527
- Total liabilities (EOY)
- $36,077,856
- Net assets (EOY)
- $371,592,671
- Net assets (BOY)
- $325,526,374
Income & contributions
- Employer contributions
- $151,296,875
- Participant contributions
- $4,891,375
- Total contributions
- $156,188,250
- Total income / additions
- $198,955,806
Expenses & distributions
- Benefits paid
- $148,091,341
- Administrative expenses
- $4,798,168
- Total expenses
- $152,889,509
- Net increase / (decrease)
- $46,066,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | THIRD PARTY ADMINISTRATOR | $3,027,808 | $0 | 2023 |
| Ferguson & Wellman | INVESTMENT MANAGER | $719,292 | $0 | 2023 |
| Canopy / Cascade Centers | EAP | $237,525 | not reported in the loaded dataset | 2023 |
| Wells Fargo Community Banking | BANKING SERVICES | $143,672 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | INVESTMENT CUSTODIAN | $64,953 | not reported in the loaded dataset | 2023 |
| Oregon-Columbia Neca | THIRD PARTY ADMINISTRATOR | $46,668 | not reported in the loaded dataset | 2023 |
| Milliman Usa | ACTUARY | $39,000 | not reported in the loaded dataset | 2023 |
| Bjorklund & Montplaisir | AUDITOR | $38,800 | not reported in the loaded dataset | 2023 |
| Thorp, Purdy, Jewett, Et Al | COLLECTION ATTORNEY | $33,270 | $0 | 2023 |
| Brownstein Rask Llp | LEGAL COUNSEL | $24,724 | not reported in the loaded dataset | 2023 |
| Corellian Software, Inc. | RECORDKEEPER | $21,607 | not reported in the loaded dataset | 2023 |
| Joseph H. Herrle & Associates, Inc. | PLAN CONSULTANT | $16,980 | $0 | 2023 |
| J.B. Nibley Insurance, Inc. | PLAN CONSULTANT | $16,980 | $0 | 2023 |
| Bennett, Hartman, Morris, & Kaplan | COLLECTION ATTORNEY | $11,970 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Harrison Electrical Workers Trust Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Benesys, Inc. — Schedule C compensation
- Ferguson & Wellman — Schedule C compensation
- Canopy / Cascade Centers — Schedule C compensation
- Wells Fargo Community Banking — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Oregon-Columbia Neca — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Bjorklund & Montplaisir — Schedule C compensation
- Thorp, Purdy, Jewett, Et Al — Schedule C compensation
- Brownstein Rask Llp — Schedule C compensation
- Corellian Software, Inc. — Schedule C compensation
- Joseph H. Herrle & Associates, Inc. — Schedule C compensation
- J.B. Nibley Insurance, Inc. — Schedule C compensation
- Bennett, Hartman, Morris, & Kaplan — Schedule C compensation