Operative Plasterers Local No 82 Pension Fund — Form 5500 plan (Plasterer'S 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, Operative Plasterers Local No 82 Pension Fund is a benefit plan reported by Plasterer'S Pension Trust under EIN 93-6075453 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $37,368,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plasterer'S Pension Trust
- EIN
- 93-6075453
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 290
- End-of-year plan assets
- $37,368,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 290 | H, C | 20241015170203NAL0030427361020 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,368,032
- Total liabilities (EOY)
- $50,400
- Net assets (EOY)
- $37,317,632
- Net assets (BOY)
- $17,627,890
Income & contributions
- Employer contributions
- $1,086,772
- Total contributions
- $1,086,772
- Total income / additions
- $24,036,283
Expenses & distributions
- Benefits paid
- $3,888,454
- Administrative expenses
- $458,087
- Total expenses
- $4,346,541
- Net increase / (decrease)
- $19,689,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | not reported in the loaded dataset | $113,260 | not reported in the loaded dataset | 2023 |
| Bradley L. Middleton, Pc | not reported in the loaded dataset | $105,369 | not reported in the loaded dataset | 2023 |
| Verus Investments | not reported in the loaded dataset | $63,333 | not reported in the loaded dataset | 2023 |
| Masonry Industry Trust Admin. | not reported in the loaded dataset | $51,620 | not reported in the loaded dataset | 2023 |
| Ullico | not reported in the loaded dataset | not reported in the loaded dataset | $40,807 | 2023 |
| Middleton & Co. Cpa Pc | not reported in the loaded dataset | $30,000 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | not reported in the loaded dataset | $24,679 | not reported in the loaded dataset | 2023 |
| Harbor Funds | not reported in the loaded dataset | not reported in the loaded dataset | $22,446 | 2023 |
| Bhms Large Cap Val Ii | not reported in the loaded dataset | not reported in the loaded dataset | $19,894 | 2023 |
| Principal Global Inv Core Plus Bond | not reported in the loaded dataset | not reported in the loaded dataset | $17,952 | 2023 |
| Pimco | not reported in the loaded dataset | not reported in the loaded dataset | $17,320 | 2023 |
| Quest Investment Management | not reported in the loaded dataset | $15,499 | not reported in the loaded dataset | 2023 |
| Hudson Insurance Co. | not reported in the loaded dataset | $13,098 | not reported in the loaded dataset | 2023 |
| Assoc. Industries Ins Co Inc | not reported in the loaded dataset | $11,302 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Assoc. | not reported in the loaded dataset | $9,443 | not reported in the loaded dataset | 2023 |
| Beazley Breach Response Select | not reported in the loaded dataset | $5,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plasterer'S Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Milliman — Schedule C compensation
- Bradley L. Middleton, Pc — Schedule C compensation
- Verus Investments — Schedule C compensation
- Masonry Industry Trust Admin. — Schedule C compensation
- Ullico — Schedule C compensation
- Middleton & Co. Cpa Pc — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Harbor Funds — Schedule C compensation
- Bhms Large Cap Val Ii — Schedule C compensation
- Principal Global Inv Core Plus Bond — Schedule C compensation
- Pimco — Schedule C compensation
- Quest Investment Management — Schedule C compensation
- Hudson Insurance Co. — Schedule C compensation
- Assoc. Industries Ins Co Inc — Schedule C compensation
- U.S. Bank National Assoc. — Schedule C compensation
- Beazley Breach Response Select — Schedule C compensation