Plan Snapshot
- Plan Sponsor: Board Of Trustees - Ibu - Columbia River Region Death Benefit Fund
- Sponsor EIN: 930195935
- Sponsor Address: 2435 N.W. FRONT STREET, PORTLAND, OR, 97209
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 120
- Total Assets: $335,760
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. |
|---|---|---|---|---|
| 2025 | 120 | $335,760 | $0 | $0 |
| 2024 | 125 | $316,010 | $0 | $0 |
| 2023 | 132 | $312,352 | $0 | $0 |
| 2022 | 172 | $289,556 | $0 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Other Service Provider | $5,318 | — | $5,318 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,318
- Estimated Expense Ratio: 1.584% 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 |
|---|---|---|---|---|---|
| 2025 | $13,302 | — | — | $5,318 | — |
| 2024 | $5,702 | — | — | $5,072 | — |
| 2023 | $5,437 | $587 | — | $4,850 | — |
| 2022 | $6,422 | $618 | — | — | $4,250 |