# Board Of Trustees, Oregon Laborers- Employers 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-oregon-laborers-employers-936024141-501

> Board Of Trustees, Oregon Laborers- Employers's 401(k) plan: 2,549 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

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

- [S&A HORN LIMITED](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:** $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|

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