Oregon District Foundry Pension Plan — Form 5500 plan (Joint Board Of Trustees, Oregon District Foundry Pension 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, Oregon District Foundry Pension Plan is a benefit plan reported by Joint Board Of Trustees, Oregon District Foundry Pension Trust under EIN 93-6028742 and plan number 001. The latest loaded filing year is 2023. The filing reports 739 participants and $44,159,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Oregon District Foundry Pension Trust
- EIN
- 93-6028742
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 739
- End-of-year plan assets
- $44,159,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 739 | H, C | 20250115151620NAL0044276818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,159,716
- Total liabilities (EOY)
- $57,888
- Net assets (EOY)
- $44,101,828
- Net assets (BOY)
- $41,054,326
Income & contributions
- Employer contributions
- $6,803
- Total contributions
- $6,803
- Total income / additions
- $6,531,351
Expenses & distributions
- Benefits paid
- $3,116,991
- Administrative expenses
- $366,858
- Total expenses
- $3,483,849
- Net increase / (decrease)
- $3,047,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quest Investment Management | NONE | $144,450 | $0 | 2023 |
| Uea Inc | RELATED PARTY | $79,571 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $33,027 | $0 | 2023 |
| David Dougherty LLC | NONE | $29,790 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $20,580 | not reported in the loaded dataset | 2023 |
| Ogletree Deakins | NONE | $10,676 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Oregon District Foundry Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Quest Investment Management — Schedule C compensation
- Uea Inc — Schedule C compensation
- Us Bank — Schedule C compensation
- David Dougherty LLC — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Ogletree Deakins — Schedule C compensation