Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Union Lo No 290 Plumber,
- Sponsor EIN: 931255764
- Sponsor Address: 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,761
- Total Assets: $17.4M
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 | 3,761 | $17.4M | $18.3M | $0 |
| 2023 | 3,695 | $15.3M | $17.7M | $0 |
| 2022 | 3,466 | $13.3M | $19.6M | $0 |
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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $73,784 | — | $73,784 |
| TORI A GETER | Other Service Provider | $65,057 | — | $65,057 |
| MILLER KAPLAN ARASE LLP | Auditor | $18,640 | — | $18,640 |
| NUWEST INSURANCE SERVICES | Investment Advisor | $13,755 | — | $13,755 |
| US BANK | Recordkeeper | $10,080 | — | $10,080 |
| VERUS ADVISORY, INC. | Other Service Provider | $6,988 | — | $6,988 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- NUWEST INSURANCE SERVICES — Investment Advisor
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,304
- Estimated Expense Ratio: 1.085% 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 | $198,157 | $6,988 | $73,784 | $18,270 | — |
| 2023 | $168,249 | $20,148 | $71,939 | $17,400 | — |
| 2022 | $155,851 | $19,518 | $72,546 | — | $50,981 |