Plan Snapshot
- Plan Sponsor: Stancorp Financial Group, INC.
- Sponsor EIN: 931253576
- Sponsor Address: 1100 SW SIXTH AVENUE, PORTLAND, OR, 972041093
- Plan Type: DB
- Total Participants: 472
- Total Assets: $628.8M
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 | 472 | $628.8M | $0 | $0 |
| 2023 | 514 | $624.4M | $0 | $0 |
| 2022 | 550 | $570.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| GOLDMAN SACHS ASSET MANAGEMENT, LP | NONE | $260,257 | $159,113 | $419,370 |
| STANDARD RETIREMENT SERVICES | SAME | $136,675 | — | $136,675 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT, LP — NONE
- STANDARD RETIREMENT SERVICES — SAME
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $556,045
- Estimated Expense Ratio: 0.088% 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 | $229,342 | $40,888 | — | — | — |
| 2023 | $64,267 | — | $64,267 | — | — |
| 2022 | $55,177 | — | $55,177 | — | — |