Plan Snapshot
- Plan Sponsor: Fraternal Order Of Police - Member Benefits Trust
- Sponsor EIN: 916532370
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 988
- Total Assets: $8.4M
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 | 988 | $8.4M | $2.2M | $0 |
| 2023 | 1,048 | $6.9M | $1.9M | $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 |
|---|---|---|---|---|
| CHURCHILL MANAGEMENT GROUP | Other Service Provider | $51,820 | — | $51,820 |
| WILLIAM C EARHART COMPANY, INC. | Other Service Provider | $43,800 | — | $43,800 |
| SCHOEDEL & SCHOEDEL, CPAS, PLLC | Other Service Provider | $13,750 | — | $13,750 |
| BASIN PACIFIC INSURANCE | Other Service Provider | $6,274 | — | $6,274 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,644
- Estimated Expense Ratio: 1.376% 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 | $153,736 | $51,820 | $43,800 | $13,750 | — |
| 2023 | $129,091 | $43,925 | $43,800 | — | — |