# Oregon & Southwest Washington Painters Pension Plan, Trustees DB Plan
Source: https://planprovider.pro/companies/oregon-southwest-washington-painters-pension-plan-trustees-plan

> Oregon & Southwest Washington Painters Pension Plan, Trustees's DB plan: 994 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/milliman) — ACTUARY

- [PLATFORM CPA'S, LLP](https://planprovider.pro/provider/platform-cpas-llp) — AUDITOR

- [ANASTASI MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-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|

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