Plan Snapshot
- Plan Sponsor: Pacificorp
- Sponsor EIN: 930246090
- Sponsor Address: 825 NE MULTNOMAH STREET, PORTLAND, OR, 97232
- Plan Type: Health & Welfare
- Plan Number: 534
- Total Participants: 0
- Total Assets: $247.1M
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 | 0 | $247.1M | $0 | $1.8M |
| 2023 | 0 | $245.5M | $0 | $2.3M |
| 2022 | 0 | $233.4M | $0 | $3.0M |
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 |
|---|---|---|---|---|
| DODGE AND COX | Other Service Provider | $234,426 | — | $234,426 |
| PIMCO | Other Service Provider | $156,345 | — | $156,345 |
| WILLIS TOWERS WATSON | Other Service Provider | $91,750 | — | $91,750 |
| WELLMARK INC. | Other Service Provider | $82,570 | — | $82,570 |
| PRINCIPAL GLOBAL INVESTORS | Other Service Provider | $47,157 | — | $47,157 |
| MOSS ADAMS, LLP | Other Service Provider | $43,000 | — | $43,000 |
| BANK OF NEW YORK MELLON | Other Service Provider | $33,322 | — | $33,322 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $15,011 | — | $15,011 |
| AON CONSULTING | Recordkeeper | $11,100 | — | $11,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $714,681
- Estimated Expense Ratio: 0.289% 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 | $1,949,023 | $452,939 | $86,288 | $43,000 | — |
| 2023 | $2,685,430 | $448,687 | $122,061 | $37,500 | — |
| 2022 | $1,653,101 | $445,727 | $144,650 | — | $180,988 |