# Trustees Of The Oscpa Group Health Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-the-oscpa-group-health-trust-320422987-501

> Trustees Of The Oscpa Group Health Trust's Health & Welfare plan: 307 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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