# Stancorp Financial Group, INC. DB Plan
Source: https://planprovider.pro/companies/stancorp-financial-group-inc-plan

> Stancorp Financial Group, INC.'s DB plan: 472 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/goldman-sachs) — NONE

- [STANDARD RETIREMENT SERVICES](https://planprovider.pro/provider/charles-schwab-and-co-inc) — SAME

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/stancorp-financial-group-inc-plan)

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