# Pacificorp Health & Welfare Plan
Source: https://planprovider.pro/companies/pacificorp-930246090-534

> Pacificorp's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — 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|

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