Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Oregon Processors Employees Trust
- Sponsor EIN: 936031208
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,226
- Total Assets: $13.1M
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 | 1,226 | $13.1M | $18.2M | $690,161 |
| 2023 | 1,227 | $9.3M | $16.5M | $758,834 |
| 2022 | 1,192 | $9.8M | $15.0M | $841,671 |
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., INC. | Other Service Provider | $393,568 | $160 | $393,728 |
| AETNA | Other Service Provider | $275,301 | — | $275,301 |
| DCC, INC. DBA RENALOGIC | Other Service Provider | $108,925 | — | $108,925 |
| RAEL & LETSON | Other Service Provider | $108,240 | — | $108,240 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $41,416 | — | $41,416 |
| WITHUMSMITH+BROWN, PC | Auditor | $39,625 | — | $39,625 |
| PACIFIC HEALTH COALITION | Other Service Provider | $24,987 | — | $24,987 |
| US BANK, N.A. | Recordkeeper | $23,254 | — | $23,254 |
| HEALTHLINX | Other Service Provider | $22,750 | — | $22,750 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $7,349 | $7,349 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- US BANK, N.A. — Recordkeeper
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,045,575
- Estimated Expense Ratio: 7.982% 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 | $1,100,863 | $20,131 | $390,272 | $28,493 | — |
| 2023 | $951,237 | $20,476 | $326,984 | $41,117 | — |
| 2022 | $1,108,202 | $17,561 | $446,718 | — | $208,434 |