Plan Snapshot
- Plan Sponsor: Board Of Trustees, Oregon Laborers- Employers
- Sponsor EIN: 936024141
- Sponsor Address: P.O. BOX 4148, PORTLAND, OR, 97208
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,549
- Total Assets: $62.1M
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 | 2,549 | $62.1M | $36.8M | $1.3M |
| 2023 | 2,519 | $60.1M | $37.4M | $1.3M |
| 2022 | 2,511 | $51.8M | $36.3M | $1.5M |
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 BC/BS OF OREGON | Other Service Provider | $1,300,258 | $37,319 | $1,337,577 |
| THE WILLIAM C. EARHART CO, INC | Other Service Provider | $355,329 | — | $355,329 |
| OREGON LABORERS-EMPLOYERS ADMIN LLC | Other Service Provider | $253,739 | — | $253,739 |
| MILLIMAN, INC. | Recordkeeper | $201,759 | — | $201,759 |
| KROGER PRESCRIPTION PLANS, INC. | Other Service Provider | $144,809 | — | $144,809 |
| WITHUMSMITH+BROWN, PC | Auditor | $64,688 | — | $64,688 |
| LOOMIS, SAYLES & COMPANY, LP | Other Service Provider | $51,763 | — | $51,763 |
| NEPC, LLC | Recordkeeper | $47,818 | — | $47,818 |
| WEINBERG, ROGER, ROSENFELD | Other Service Provider | $46,812 | — | $46,812 |
| COLETT LAW GROUP, LLP | Other Service Provider | $45,411 | — | $45,411 |
| IRON MOUNTAIN INFORMATION MGMT, INC | Other Service Provider | $41,935 | — | $41,935 |
| US BANK, N.A. | Recordkeeper | $40,509 | — | $40,509 |
| METRO PRESORT, INC | Other Service Provider | $37,284 | — | $37,284 |
| WILLAMETTE DENTAL | Other Service Provider | $36,325 | — | $36,325 |
| CANOPY INC. | Other Service Provider | $35,222 | — | $35,222 |
| S&A HORN LIMITED | Investment Advisor | — | $7,022 | $7,022 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- NEPC, LLC — Recordkeeper
- US BANK, N.A. — Recordkeeper
- S&A HORN LIMITED — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,748,002
- Estimated Expense Ratio: 4.426% 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 | $2,750,551 | $104,664 | $1,705,244 | $64,688 | — |
| 2023 | $2,584,614 | $95,792 | $1,702,036 | $68,840 | — |
| 2022 | $2,483,323 | $115,945 | $1,616,598 | — | $297,977 |