Oregon Processors Employees Trust — Form 5500 plan (Board Of Trustees Of Oregon Processors Employees 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 Processors Employees Trust is a benefit plan reported by Board Of Trustees Of Oregon Processors Employees Trust under EIN 93-6031208 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,415 participants and $9,313,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Oregon Processors Employees Trust
- EIN
- 93-6031208
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,415
- End-of-year plan assets
- $9,313,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,415 | H, C | 20241015132832NAL0014718483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,313,522
- Total liabilities (EOY)
- $1,678,423
- Net assets (EOY)
- $7,635,099
- Net assets (BOY)
- $7,431,721
Income & contributions
- Employer contributions
- $16,540,203
- Participant contributions
- $758,834
- Total contributions
- $17,299,037
- Total income / additions
- $19,969,523
Expenses & distributions
- Benefits paid
- $18,814,908
- Administrative expenses
- $951,237
- Total expenses
- $19,766,145
- Net increase / (decrease)
- $203,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William C. Earhart Co., Inc. | NONE | $351,567 | $229 | 2023 |
| Aetna | NONE | $264,489 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $89,430 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $46,019 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $41,828 | not reported in the loaded dataset | 2023 |
| Healthlinx | NONE | $33,744 | not reported in the loaded dataset | 2023 |
| Us Bank, N.A. | NONE | $28,203 | $0 | 2023 |
| Dcc, Inc. Dba Renalogic | NONE | $17,474 | not reported in the loaded dataset | 2023 |
| Cenveo | NONE | $17,344 | not reported in the loaded dataset | 2023 |
| Pacific Health Coalition | NONE | $13,479 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Oregon Processors Employees Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- William C. Earhart Co., Inc. — Schedule C compensation
- Aetna — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Healthlinx — Schedule C compensation
- Us Bank, N.A. — Schedule C compensation
- Dcc, Inc. Dba Renalogic — Schedule C compensation
- Cenveo — Schedule C compensation
- Pacific Health Coalition — Schedule C compensation