# Board Of Trustees Of Oregon Processors Employees Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-oregon-processors-employees-trust-936031208-501

> Board Of Trustees Of Oregon Processors Employees Trust's Health & Welfare plan: 1,226 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [US BANK, N.A.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [STEPHEN HORN INSURANCE SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-oregon-processors-employees-trust-936031208-501)

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