Plan Snapshot
- Plan Sponsor: Board Of Trustees, The Nelson Trust
- Sponsor EIN: 936041903
- Sponsor Address: 5331 S MACADAM AVE STE 220, PORTLAND, OR, 97239
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 626
- Total Assets: $37.8M
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 | 626 | $37.8M | $10.4M | $274,397 |
| 2023 | 629 | $34.8M | $10.0M | $428,141 |
| 2022 | 645 | $32.6M | $10.3M | $668,667 |
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 |
|---|---|---|---|---|
| PREMERA BLUE CROSS | Other Service Provider | $438,128 | — | $438,128 |
| BENESYS, INC. | Other Service Provider | $158,567 | — | $158,567 |
| MERCER HEALTH & BENEFITS, LLC. | Other Service Provider | $154,163 | — | $154,163 |
| JOSEPH L. REINHART, P.C. | Other Service Provider | $96,961 | — | $96,961 |
| CLIFTONLARSONALLEN LLP | Auditor | $92,985 | — | $92,985 |
| THE PARTNERS GROUP | Other Service Provider | $90,000 | — | $90,000 |
| MODA HEALTH | Other Service Provider | $64,412 | — | $64,412 |
| US BANK N.A. | Recordkeeper | $37,660 | — | $37,660 |
| RV KUHNS & ASSOCIATES | Other Service Provider | $32,500 | — | $32,500 |
| SMART SOURCE | Other Service Provider | $11,855 | — | $11,855 |
| COMMUNICATION PARTNERS INC. | Other Service Provider | $9,015 | — | $9,015 |
| MILLIMAN | Recordkeeper | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- US BANK N.A. — Recordkeeper
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,191,246
- Estimated Expense Ratio: 3.155% 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 | $1,309,267 | $32,500 | $656,627 | $65,219 | — |
| 2023 | $1,183,472 | $32,500 | $641,117 | $44,744 | — |
| 2022 | $1,259,349 | $68,852 | $686,073 | — | $439,545 |