Umta Trust — Form 5500 plan (United Metal Trades Association Of Oregon)
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, Umta Trust is a benefit plan reported by United Metal Trades Association Of Oregon under EIN 93-6029224 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,447 participants and $39,895,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Metal Trades Association Of Oregon
- EIN
- 93-6029224
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,447
- End-of-year plan assets
- $39,895,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,447 | H, C | 20250415125340NAL0003282241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,895,094
- Total liabilities (EOY)
- $3,273,911
- Net assets (EOY)
- $36,621,183
- Net assets (BOY)
- $35,828,358
Income & contributions
- Employer contributions
- $16,376,786
- Participant contributions
- $128,786
- Total contributions
- $16,505,572
- Total income / additions
- $19,343,646
Expenses & distributions
- Benefits paid
- $15,991,935
- Administrative expenses
- $2,558,886
- Total expenses
- $18,550,821
- Net increase / (decrease)
- $792,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Us Benefits Inc. | SUBSIDIARY OF UMTA | $902,904 | not reported in the loaded dataset | 2023 |
| Uea, Inc. | SUBSIDIARY OF UMTA | $700,119 | not reported in the loaded dataset | 2023 |
| Cigna Health And Life Insurance Co. | NONE | $445,697 | not reported in the loaded dataset | 2023 |
| Welldynerx, LLC | NONE | $102,480 | not reported in the loaded dataset | 2023 |
| Quest Investment Management | NONE | $93,028 | $0 | 2023 |
| Barran Liebman | NONE | $72,049 | not reported in the loaded dataset | 2023 |
| Zipari, Inc. | NONE | $65,687 | not reported in the loaded dataset | 2023 |
| The Partners Group, LLC | NONE | $61,250 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $26,531 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $25,910 | $0 | 2023 |
| Prism Health Group, LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Metal Trades Association Of Oregon
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Us Benefits Inc. — Schedule C compensation
- Uea, Inc. — Schedule C compensation
- Cigna Health And Life Insurance Co. — Schedule C compensation
- Welldynerx, LLC — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Barran Liebman — Schedule C compensation
- Zipari, Inc. — Schedule C compensation
- The Partners Group, LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Us Bank — Schedule C compensation
- Prism Health Group, LLC — Schedule C compensation