Plan Snapshot
- Plan Sponsor: Board Of Trustees, Edison Pension Trust
- Sponsor EIN: 936061681
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: DB
- Total Participants: 4,749
- Total Assets: $1.0B
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 | 4,749 | $1.0B | $79.4M | $0 |
| 2023 | 4,564 | $922.4M | $65.8M | $0 |
| 2022 | 4,497 | $846.1M | $63.2M | $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 |
|---|---|---|---|---|
| WILLIAM C. EARHART CO. | Other Service Provider | $527,713 | — | $527,713 |
| MFS HERITAGE TRUST COMPANY | Other Service Provider | $299,766 | — | $299,766 |
| ULLICO INVESTMENT ADVISORS, INC | Other Service Provider | $280,022 | — | $280,022 |
| PACIFIC INVESTMENT MANAGEMENT CO | Other Service Provider | $258,480 | — | $258,480 |
| WASHINGTON CAPITAL MANAGEMENT INC | Other Service Provider | $245,291 | — | $245,291 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $220,942 | — | $220,942 |
| MILLIMAN USA | Recordkeeper | $220,229 | — | $220,229 |
| DODGE & COX | Other Service Provider | $144,356 | — | $144,356 |
| T ROWE PRICE GROUP, INC | Other Service Provider | $139,710 | — | $139,710 |
| GUGGENHEIM PARTNERS INVST MGMT LLC | Other Service Provider | $123,317 | — | $123,317 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $120,470 | — | $120,470 |
| R.V. KUHNS & ASSOCIATES INC | Other Service Provider | $107,500 | — | $107,500 |
| LOOMIS, SAYLES & COMPANY, LP | Other Service Provider | $107,416 | — | $107,416 |
| HARBOURVEST PARTNERS LP | Other Service Provider | $64,216 | — | $64,216 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $52,223 | — | $52,223 |
| QUEST INVESTMENT MANAGEMENT INC | Other Service Provider | $48,606 | — | $48,606 |
| CLIFTONLARSONALLEN LLP | Auditor | $43,600 | — | $43,600 |
| BROWNSTEIN, RASK & SWEENEY | Other Service Provider | $21,535 | — | $21,535 |
| METROPRESORT | Other Service Provider | $18,796 | — | $18,796 |
| HARRISON ELECTRICAL WORKERS | Other Service Provider | $14,149 | — | $14,149 |
| OREGON-COLUMBIA CHAPTER, NECA | Other Service Provider | $13,157 | — | $13,157 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — Recordkeeper
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,071,494
- Estimated Expense Ratio: 0.297% 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 | $3,650,548 | $2,091,845 | $535,233 | $43,600 | — |
| 2023 | $3,367,339 | $2,022,262 | $355,689 | $39,005 | — |
| 2022 | $3,210,460 | $2,072,371 | $348,980 | — | $290,306 |