Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Oregon Teamster Employers Trust
- Sponsor EIN: 936021475
- Sponsor Address: WILLIAM C. EARHART CO., INC, PORTLAND, OR, 972084148
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 9,131
- Total Assets: $246.5M
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 | 9,131 | $246.5M | $202.7M | $6.1M |
| 2023 | 10,120 | $231.5M | $203.2M | $6.3M |
| 2022 | 10,156 | $202.9M | $209.6M | $5.4M |
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 |
|---|---|---|---|---|
| REGENCE BLUE CROSS BLUE SHIELD | Other Service Provider | $5,829,655 | $76,227 | $5,905,882 |
| WILLIAM C. EARHART CO., INC. | Other Service Provider | $1,478,076 | — | $1,478,076 |
| LOOMIS, SAYLES & CO. LP | Other Service Provider | $486,863 | — | $486,863 |
| EXPRESS SCRIPTS | Other Service Provider | $289,345 | — | $289,345 |
| WITHUMSMITH+BROWN, PC | Auditor | $188,107 | — | $188,107 |
| MILLIMAN, INC. | Recordkeeper | $181,149 | — | $181,149 |
| VISION SERVICE PLAN | Other Service Provider | $116,564 | — | $116,564 |
| METROPOLITAN PRESORT, INC. | Other Service Provider | $108,367 | — | $108,367 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $80,387 | — | $80,387 |
| HEALTHLINX, LLC | Other Service Provider | $72,425 | — | $72,425 |
| BENNETT, HARTMAN, MORRIS & KAPLAN | Other Service Provider | $40,989 | — | $40,989 |
| US BANK, NA | Recordkeeper | $38,956 | — | $38,956 |
| ALAN D. BILLER AND ASSOCIATES INC. | ERISA Attorney | $26,667 | — | $26,667 |
| HORN INSURANCE COMPANIES | Investment Advisor | — | $15,558 | $15,558 |
| CENVEO WORLDWIDE LIMITED | Other Service Provider | $10,732 | — | $10,732 |
| INNOVATIVE CARE MANAGEMENT | Other Service Provider | $6,412 | — | $6,412 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- MILLIMAN, INC. — Recordkeeper
- US BANK, NA — Recordkeeper
- ALAN D. BILLER AND ASSOCIATES INC. — ERISA Attorney
- HORN INSURANCE COMPANIES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,046,479
- Estimated Expense Ratio: 3.670% 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 | $8,874,984 | $26,667 | $1,743,079 | $34,154 | — |
| 2023 | $8,486,055 | $486,585 | $7,079,709 | $52,397 | — |
| 2022 | $8,318,417 | $428,806 | $1,316,756 | — | $412,657 |