# Oregon-Columbia Chapter Agc Of America, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/oregon-columbia-chapter-agc-of-america-inc-237170147-501

> Oregon-Columbia Chapter Agc Of America, INC.'s Health & Welfare plan: 791 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon-Columbia Chapter Agc Of America, INC.

- **Sponsor EIN:** 237170147

- **Sponsor Address:** 9450 SW COMMERCE CIRCLE, WILSONVILLE, OR, 97070

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 791

- **Total Assets:** $1.9M

## 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|791|$1.9M|$7.5M|$34,412|

| 2023|695|$1.8M|$7.6M|$36,274|

| 2022|779|$1.7M|$7.9M|$27,899|

## 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|

| JD FULWILER & CO INSURANCE, INC|Other Service Provider|$166,793|—|$166,793|

| VIMLY BENEFIT SOLUTIONS, INC.|Other Service Provider|$71,435|—|$71,435|

| DIVERSIFIED BENEFITS MANAGEMENT|Other Service Provider|$37,468|—|$37,468|

| CLIFTONLARSONALLEN LLP|Auditor|$26,255|—|$26,255|

| CRAVINHO & JAEGER FINANCIAL SERVICE|Other Service Provider|$25,948|—|$25,948|

| K.P.D. INSURANCE LLC|Other Service Provider|$24,231|—|$24,231|

| HUB INTERNATIONAL NORTHWEST, LLC|Other Service Provider|$21,381|—|$21,381|

| BROWN & BROWN NORTHWEST INSURANCE|Other Service Provider|$20,251|—|$20,251|

| MORGAN STANLEY|Investment Advisor|$15,344|—|$15,344|

| MJI INC DBA HAGAN HAMILTON|Other Service Provider|$15,189|—|$15,189|

| PARKER SMITH AND FEEK, INC|Other Service Provider|$12,970|—|$12,970|

| CSNW BENEFITS AN ALERA GROUP AGENCY|Other Service Provider|$11,731|—|$11,731|

| HUGGINS INSURANCE SERVICES, INC|Other Service Provider|$11,682|—|$11,682|

| GOLSAN SCRUGGS|Other Service Provider|$9,659|—|$9,659|

| NFP CORPORATE SERVICES (NW) INC|Other Service Provider|$7,728|—|$7,728|

| RIVERCITY INSURANCE LLC|Other Service Provider|$7,235|—|$7,235|

| LAPORTE & ASSOCIATES INC|Other Service Provider|$6,600|—|$6,600|

| HIGHSTREET INSURANCE SERVICES WEST|Other Service Provider|$6,368|—|$6,368|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $498,268

- **Estimated Expense Ratio:** 26.154% 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|$533,124|$15,344|$171,157|$26,255|—|

| 2023|$528,790|$13,931|$173,326|$24,928|—|

| 2022|$538,231|—|$188,203|—|$29,419|

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