# Board Of Trustees, The Nelson Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-the-nelson-trust-936041903-501

> Board Of Trustees, The Nelson Trust's Health & Welfare plan: 626 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, 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

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

- [MILLIMAN](https://planprovider.pro/provider/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|

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- [Lone Rock Timber Management LLC](https://planprovider.pro/companies/lone-rock-timber-management-company-401k-plan) — 487 participants

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