Plan Snapshot
- Plan Sponsor: Oregon & Southwest Washington Painters Pension Plan, Trustees
- Sponsor EIN: 936022791
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 972084148
- Plan Type: DB
- Total Participants: 994
- Total Assets: $193.4M
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 | 994 | $193.4M | $10.2M | $0 |
| 2023 | 1,067 | $177.7M | $10.6M | $0 |
| 2022 | 994 | $159.1M | $9.6M | $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 |
|---|---|---|---|---|
| NEWTON INVESTMENT MANAGEMENT NORTH | INVESTMENT MANAGER | $179,812 | — | $179,812 |
| MILLIMAN, INC. | ACTUARY | $120,169 | — | $120,169 |
| THE URBAN LAW FIRM | ATTORNEY | $116,274 | — | $116,274 |
| THE WILLIAM C. EARHART CO. INC. | THIRD PARTY ADMINISTRATOR | $101,641 | — | $101,641 |
| VERUS ADVISORY, INC. | INVESTMENT CONSULTANT | $90,000 | — | $90,000 |
| J H HERRLE & ASSOCIATES, INC. | NONE | $51,460 | — | $51,460 |
| U.S. BANK | BANK | $46,289 | — | $46,289 |
| PLATFORM CPA'S, LLP | AUDITOR | $30,277 | — | $30,277 |
| ANASTASI MOORE & MARTIN, PLLC | Auditor | $25,313 | — | $25,313 |
| IFEBP | NONE | $21,355 | — | $21,355 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — ACTUARY
- PLATFORM CPA'S, LLP — AUDITOR
- ANASTASI MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $782,590
- Estimated Expense Ratio: 0.405% 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 | $877,969 | $179,812 | $82,981 | $25,313 | — |
| 2023 | $781,914 | $148,030 | $79,829 | $28,972 | — |
| 2022 | $696,229 | $128,398 | $77,675 | — | $201,041 |