Plan Snapshot
- Plan Sponsor: B Of T, Northwest Sheet Metal Workers Pension Plan
- Sponsor EIN: 916061344
- Sponsor Address: 5331 S MACADAM AVE #220, PORTLAND, OR, 97239
- Plan Type: DB
- Plan Number: 001
- Total Participants: 4,885
- Total Assets: $1.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,885 | $1.7B | $67.8M | $0 |
| 2023 | 4,783 | $1.5B | $62.7M | $0 |
| 2022 | 4,660 | $1.4B | $58.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $985,163 | — | $985,163 |
| DODGE & COX INVESTMENT MANAGEMENT | Other Service Provider | $318,890 | — | $318,890 |
| BENESYS, INC | Other Service Provider | $315,249 | — | $315,249 |
| LOOMIS SAYLES | Other Service Provider | $285,120 | — | $285,120 |
| SLC MANAGEMENT (U.S.) LLC | Other Service Provider | $278,750 | — | $278,750 |
| US BANK N.A. | Recordkeeper | $148,874 | — | $148,874 |
| RELIANT CONSULTING | Other Service Provider | $104,066 | — | $104,066 |
| MILLIMAN | Recordkeeper | $81,985 | — | $81,985 |
| CLIFTONLARSONALLEN LLP | Auditor | $51,233 | — | $51,233 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $51,211 | — | $51,211 |
| SEGAL ADVISORS, INC. | Other Service Provider | $50,000 | — | $50,000 |
| SMART SOURCE LLC | Other Service Provider | $40,520 | — | $40,520 |
| BANK OF AMERICA | Other Service Provider | $36,016 | — | $36,016 |
| MCKANNA BISHOP JOFFE LLP | Other Service Provider | $28,470 | — | $28,470 |
| ANASTASI MOORE & MARTIN | Auditor | $10,542 | — | $10,542 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | Other Service Provider | $9,823 | — | $9,823 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK N.A. — Recordkeeper
- MILLIMAN — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
- ANASTASI MOORE & MARTIN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,795,912
- Estimated Expense Ratio: 0.165% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $3,423,817 | $2,180,686 | $298,497 | $51,233 | — |
| 2023 | $3,282,837 | $2,231,469 | $294,128 | $41,220 | — |
| 2022 | $3,228,011 | $2,207,902 | $281,177 | — | $193,615 |