Western Glaziers Retirement Plan — Form 5500 plan (Board Of Trustees Of Western Glaziers Retirement Plan)
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, Western Glaziers Retirement Plan is a benefit plan reported by Board Of Trustees Of Western Glaziers Retirement Plan under EIN 93-6074376 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,031 participants and $199,153,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Western Glaziers Retirement Plan
- EIN
- 93-6074376
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,031
- End-of-year plan assets
- $199,153,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,031 | H, C | 20250515184353NAL0045298594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,153,970
- Total liabilities (EOY)
- $69,037
- Net assets (EOY)
- $199,084,933
- Net assets (BOY)
- $183,404,596
Income & contributions
- Employer contributions
- $8,085,334
- Total contributions
- $8,085,334
- Total income / additions
- $26,401,980
Expenses & distributions
- Benefits paid
- $9,784,721
- Administrative expenses
- $936,922
- Total expenses
- $10,721,643
- Net increase / (decrease)
- $15,680,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Washington Capital Management, Inc. | NONE | $158,116 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $101,510 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $84,880 | not reported in the loaded dataset | 2023 |
| Segal Advisors, Inc. | NONE | $80,833 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $41,224 | $0 | 2023 |
| Brownstein Rask, Llp | NONE | $38,033 | not reported in the loaded dataset | 2023 |
| William C. Earhart Co., Inc. | NONE | $32,249 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $31,104 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $5,822 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Western Glaziers Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Washington Capital Management, Inc. — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Segal Advisors, Inc. — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Brownstein Rask, Llp — Schedule C compensation
- William C. Earhart Co., Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Bny Mellon — Schedule C compensation