# Portland Police Association Health & Welfare Plan
Source: https://planprovider.pro/companies/portland-police-association-931117662-501

> Portland Police Association's Health & Welfare plan: 1,165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/the-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|

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