Plan Snapshot
- Plan Sponsor: Trustees Of The Oscpa Group Health Trust
- Sponsor EIN: 320422987
- Sponsor Address: 10206 SW LAUREL STREET, BEAVERTON, OR, 970053209
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 307
- Total Assets: $97,082
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. |
|---|---|---|---|---|
| 2025 | 307 | $97,082 | $0 | $0 |
| 2024 | 357 | $86,224 | $0 | $0 |
| 2023 | 371 | $74,495 | $0 | $0 |
| 2022 | 449 | $123,887 | $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 |
|---|---|---|---|---|
| JONES & ROTH, P.C. | Auditor | $13,800 | — | $13,800 |
| OREGON SOCIETY OF CERTIFIED PUBLIC | Recordkeeper | $11,643 | — | $11,643 |
| MARSH MCLENNAN AGENCY | Insurance Carrier | $8,236 | — | $8,236 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,679
- Estimated Expense Ratio: 34.691% 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 |
|---|---|---|---|---|---|
| 2025 | $32,437 | — | $11,668 | $13,800 | — |
| 2024 | $28,887 | — | $11,504 | $12,900 | — |
| 2023 | $100,557 | — | $18,133 | $12,750 | — |
| 2022 | $52,884 | — | $15,694 | — | $33,995 |