# Oregon Business & Industry Association Health & Welfare Plan
Source: https://planprovider.pro/companies/oregon-business-industry-association-911819176-501

> Oregon Business & Industry Association's Health & Welfare plan: 2,515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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