# B Of T, Northwest Sheet Metal Workers Pension Plan DB Plan
Source: https://planprovider.pro/companies/b-of-t-northwest-sheet-metal-workers-pension-plan-916061344-001

> B Of T, Northwest Sheet Metal Workers Pension Plan's DB plan: 4,885 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [ANASTASI MOORE & MARTIN](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — 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|

## Similar Plans

- [Board Of Trustees, U.A. Union Lo No 290 Plumber,](https://planprovider.pro/companies/board-of-trustees-u-a-union-lo-no-290-plumber-931255764-501) — 3,761 participants

- [Board Of Trustees, U.A. Union Local No. 290 Plumber,](https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-931143759-502) — 3,717 participants

- [Board Of Trustees, U.A. Union Local No. 290 Plumber,](https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-936021113-501) — 3,717 participants

- [Board Of Trustees, United Association Union Local No.](https://planprovider.pro/companies/board-of-trustees-united-association-union-local-no-plan) — 3,642 participants

- [Board Of Trustees, U.A. Union Local No. 290 Plumber,](https://planprovider.pro/companies/board-of-trustees-u-a-union-local-no-290-plumber-plan-002) — 3,088 participants

- [Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust](https://planprovider.pro/companies/board-of-trustees-u-a-locals-375-367-supplemental-pension-trust-plan) — 2,244 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/b-of-t-northwest-sheet-metal-workers-pension-plan-916061344-001)

© 2026 PlanProvider.Pro