# Portland General Electric Company Health & Welfare Plan
Source: https://planprovider.pro/companies/portland-general-electric-company-930256820-506

> Portland General Electric Company's Health & Welfare plan: 2,904 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Portland General Electric Company

- **Sponsor EIN:** 930256820

- **Sponsor Address:** 121 SW SALMON STREET, PORTLAND, OR, 972042901

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 2,904

- **Total Assets:** $25.6M

## 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|2,904|$25.6M|$2.1M|$676,158|

| 2023|2,844|$23.4M|$13.4M|$485,153|

| 2022|2,872|$21.4M|$5.9M|$491,833|

## 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|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$107,220|—|$107,220|

| GRANT THORNTON LLP|Other Service Provider|$44,575|—|$44,575|

| MERCER INVESTMENT CONSULTING|Other Service Provider|$33,095|—|$33,095|

| NORTHERN TRUST COMPANY|Other Service Provider|$22,445|—|$22,445|

| DELOITTE TAX LLP|Other Service Provider|$8,170|—|$8,170|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $215,505

- **Estimated Expense Ratio:** 0.843% 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|$216,539|$33,102|—|$44,575|—|

| 2023|$182,019|$26,881|—|$3,067|—|

| 2022|$795,468|$18,715|—|—|$64,750|

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