Plan Snapshot
- Plan Sponsor: Oregon Business & Industry Association
- Sponsor EIN: 911819176
- Sponsor Address: 1149 COURT STREET NE, SALEM, OR, 973014030
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,515
- Total Assets: $264,161
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 | 2,515 | $264,161 | $0 | $0 |
| 2023 | 2,472 | $293,584 | $0 | $0 |
| 2022 | 1,426 | $310,054 | $241,185 | $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 |
|---|---|---|---|---|
| QUINN THOMAS PUBLIC AFFAIRS LLC | Other Service Provider | $50,000 | — | $50,000 |
| CASCADE CENTERS / CANOPY WELLBEING | Other Service Provider | $35,690 | — | $35,690 |
| ANASTASI, MOORE & MARTIN PLLC | Other Service Provider | $21,825 | — | $21,825 |
| THE PARTNERS GROUP | Other Service Provider | $15,500 | — | $15,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,015
- Estimated Expense Ratio: 46.568% 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 | $118,749 | — | $4,860 | $22,059 | — |
| 2023 | $301,682 | — | $91,200 | $5,475 | — |
| 2022 | $174,263 | — | — | — | — |