Plan Snapshot
- Plan Sponsor: Portland Police Association
- Sponsor EIN: 931117662
- Sponsor Address: PO BOX 11314, PORTLAND, OR, 972110314
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,165
- Total Assets: $36.6M
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 | 1,165 | $36.6M | $0 | $3.8M |
| 2023 | 1,064 | $32.0M | $0 | $2.5M |
| 2022 | 1,018 | $28.5M | $0 | $2.6M |
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 |
|---|---|---|---|---|
| REHN & ASSOCIATES | Other Service Provider | $140,309 | — | $140,309 |
| WAGNER LAW GROUP | ERISA Attorney | $60,110 | — | $60,110 |
| PAYDEN & RYGEL | Other Service Provider | $52,607 | — | $52,607 |
| PAULY, ROGERS & CO., P.C. | Other Service Provider | $16,010 | — | $16,010 |
| LAWTON PRINTING | Other Service Provider | $7,417 | — | $7,417 |
| FEDERAL INSURANCE COMPANY | Other Service Provider | $7,150 | — | $7,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $283,603
- Estimated Expense Ratio: 0.775% 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 | $297,028 | $52,607 | $131,030 | $16,010 | — |
| 2023 | $241,029 | — | $120,829 | $15,300 | — |
| 2022 | $216,802 | — | $116,627 | — | $72,497 |