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Companies

companyTrillium Family Services, Inc.
$20.4Mreported plan assets
EIN: 93-0386966Location: ORPlans: 3Participants: 1,341Latest: 2023
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Plans

planTrillium Family Services, Inc. Employees Retirement PlanFinancial statementProvider compensation2023 filing
$18.5Mreported assets (EOY)
Sponsor: Trillium Family Services, Inc.EIN: 93-0386966Plan: 002Participants: 684Assets: $18,487,619Net assets: $18.5MAssets / participant: $27KLocation: Portland, ORLatest: 2023
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planDefined Benefit Pension Plan Of Trillium Family Services, Inc. Dba Parry Center For ChildrenFinancial statement2023 filing
$1.9Mreported assets (EOY)
Sponsor: Trillium Family Services, Inc.EIN: 93-0386966Plan: 001Participants: 78Assets: $1,910,145Net assets: $1.9MAssets / participant: $24.5KLocation: Portland, ORLatest: 2023
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planTrillium Family Services Health & Welfare Benefit Plan2023 filing
Sponsor: Trillium Family ServicesEIN: 93-0386966Plan: 501Participants: 579Assets: not reported in the loaded datasetLocation: Portland, ORLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Defined Benefit Pension Plan Of Trillium Family Services, Inc. Dba Parry Center For Children
Sponsor: Trillium Family Services, Inc.EIN: 93-0386966Plan: 001Ack ID: 20250408123840NAL0011125235001
filing2023 Form 5500 — Trillium Family Services, Inc. Employees Retirement Plan
Sponsor: Trillium Family Services, Inc.EIN: 93-0386966Plan: 002Ack ID: 20241009095804NAL0009088035001
filing2023 Form 5500 — Trillium Family Services Health & Welfare Benefit Plan
Sponsor: Trillium Family ServicesEIN: 93-0386966Plan: 501Ack ID: 20240711125230NAL0016185249001