Plan Snapshot
- Plan Sponsor: Confederated Tribes Of Siletz Indians; Chinook Winds Casino Resort
- Sponsor EIN: 930714057
- Sponsor Address: 1777 NW 44TH ST., LINCOLN CITY, OR, 973675094
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 705
- Total Assets: $6.3M
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 | 705 | $6.3M | $5.7M | $976,457 |
| 2023 | 698 | $6.7M | $6.2M | $0 |
| 2022 | 633 | $5.3M | $5.6M | $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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $540,550 | $21,743 | $562,293 |
| CHINOOK WINDS CASINO RESORT | Other Service Provider | $127,413 | — | $127,413 |
| CONOVER ALMOND VALLEY INS SERVICES | Investment Advisor | $113,490 | — | $113,490 |
| BLUEBIRD CPAS | Auditor | $11,171 | — | $11,171 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUEBIRD CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $814,367
- Estimated Expense Ratio: 12.993% 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 | $565,710 | — | $435,827 | $11,171 | — |
| 2023 | $516,245 | — | $386,634 | $11,205 | — |
| 2022 | $505,125 | — | $493,955 | — | $11,170 |