Plan Snapshot
- Plan Sponsor: Board Of Trustees, United Association Union Local No.
- Sponsor EIN: 936021114
- Sponsor Address: 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062
- Plan Type: DB
- Total Participants: 3,642
- Total Assets: $1.3B
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 | 3,642 | $1.3B | $88.4M | $0 |
| 2023 | 3,464 | $1.1B | $80.1M | $0 |
| 2022 | 3,354 | $964.7M | $77.1M | $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 |
|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $1,079,807 | — | $1,079,807 |
| VOYA INVESTMENT MANAGEMENT | Other Service Provider | $556,884 | — | $556,884 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $546,393 | — | $546,393 |
| NEWTON INVESTMENT MANAGEMENT LLC | Other Service Provider | $495,423 | — | $495,423 |
| INTECH INVESTMENT MANAGEMENT LLC | Other Service Provider | $351,692 | — | $351,692 |
| US BANK | Recordkeeper | $214,888 | — | $214,888 |
| MESIROW FINANCIAL | Other Service Provider | $211,361 | — | $211,361 |
| WESTERN ASSET MANAGEMENT CO, LLC | Other Service Provider | $198,980 | — | $198,980 |
| DIMENSIONAL FUND ADVISORS | Other Service Provider | $189,264 | — | $189,264 |
| MILLIMAN, INC. | Recordkeeper | $163,250 | — | $163,250 |
| PANAGORA ASSET MANAGEMENT, INC. | Other Service Provider | $153,920 | — | $153,920 |
| VERUS ADVISORY, INC | Other Service Provider | $129,470 | — | $129,470 |
| NUWEST INSURANCE SERVICES | Investment Advisor | $117,541 | — | $117,541 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $80,205 | — | $80,205 |
| LOOMIS, SAYLES & COMPANY LP | Other Service Provider | $80,205 | — | $80,205 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $56,994 | — | $56,994 |
| MILLER KAPLAN ARASE LLP | Auditor | $49,100 | — | $49,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- MILLIMAN, INC. — Recordkeeper
- NUWEST INSURANCE SERVICES — Investment Advisor
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,675,377
- Estimated Expense Ratio: 0.369% 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 | $4,916,283 | $3,467,874 | $546,393 | $49,100 | — |
| 2023 | $4,481,943 | $3,307,640 | $521,305 | $45,950 | — |
| 2022 | $4,590,660 | $3,438,464 | $529,692 | — | $249,090 |