Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Union Local No. 290 Plumber,
- Sponsor EIN: 936021113
- Sponsor Address: 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,717
- Total Assets: $227.0M
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 | 3,717 | $227.0M | $89.7M | $6.6M |
| 2023 | 3,549 | $208.0M | $90.5M | $3.9M |
| 2022 | 3,466 | $185.0M | $75.5M | $3.4M |
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 | $1,347,695 | — | $1,347,695 |
| INNOVATIVE CARE MANAGEMENT, INC. | Other Service Provider | $221,882 | — | $221,882 |
| US BANK | Recordkeeper | $71,710 | — | $71,710 |
| MILLER KAPLAN ARASE LLP | Auditor | $70,190 | — | $70,190 |
| PROPEL INSURANCE | Other Service Provider | $65,340 | — | $65,340 |
| PSG CONSULTING, LLC | Other Service Provider | $48,000 | — | $48,000 |
| TORI A GETER | Other Service Provider | $36,061 | — | $36,061 |
| NUWEST INSURANCE SERVICES | Investment Advisor | $33,189 | — | $33,189 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $31,934 | — | $31,934 |
| VERUS ADVISORY, INC. | Other Service Provider | $19,967 | — | $19,967 |
| LIFE LINE SCREENING | Other Service Provider | $12,084 | — | $12,084 |
| BROWNSTEIN RASK LLP | Other Service Provider | $9,207 | — | $9,207 |
| J THAYER COMPANY | Other Service Provider | $5,622 | — | $5,622 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- NUWEST INSURANCE SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,972,881
- Estimated Expense Ratio: 0.869% 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 | $1,894,926 | $18,300 | $1,347,695 | $33,390 | — |
| 2023 | $1,923,384 | $20,000 | $1,330,342 | $31,800 | — |
| 2022 | $1,594,757 | $54,179 | $1,039,810 | — | $219,174 |