Plan Snapshot
- Plan Sponsor: Trustees Oregon Laborers - Employer Pension Plan
- Sponsor EIN: 936075363
- Sponsor Address: 12029 NE GLENN WIDING DR, PORTLAND, OR, 972209050
- Plan Type: DB
- Total Participants: 2,244
- Total Assets: $449.1M
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 | 2,244 | $449.1M | $21.2M | $0 |
| 2023 | 2,346 | $419.9M | $21.0M | $0 |
| 2022 | 2,335 | $365.2M | $21.5M | $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 |
|---|---|---|---|---|
| THE WILLIAM C. EARHART CO. INC. | Other Service Provider | $357,888 | — | $357,888 |
| LOOMIS, SAYLES & COMPANY, LP | Other Service Provider | $299,097 | — | $299,097 |
| MILLIMAN, INC | Recordkeeper | $275,797 | — | $275,797 |
| JP MORGAN INVESTMENT MGMT, INC. | Recordkeeper | $265,864 | — | $265,864 |
| OREGON LABORERS-EMPLOYERS ADMIN LLC | Other Service Provider | $225,233 | — | $225,233 |
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $211,393 | — | $211,393 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $184,064 | — | $184,064 |
| NEPC, LLC | Recordkeeper | $162,060 | — | $162,060 |
| WASHINGTON CAPITAL MANAGEMENT, INC | Other Service Provider | $157,689 | — | $157,689 |
| WELLINGTON TRUST COMPANY, NA | Other Service Provider | $131,379 | — | $131,379 |
| WITHUMSMITH+BROWN, PC | Auditor | $89,869 | — | $89,869 |
| COLETT LAW GROUP, LLP | Other Service Provider | $72,484 | — | $72,484 |
| IRON MOUNTAIN INFORMATION MGMT, INC | Other Service Provider | $54,118 | — | $54,118 |
| WEINBERG, ROGER & ROSENFELD | Other Service Provider | $47,235 | — | $47,235 |
| U.S. BANK, N.A. | Recordkeeper | $32,317 | — | $32,317 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $20,844 | — | $20,844 |
| METRO PRESORT INC | Other Service Provider | $15,864 | — | $15,864 |
| STEPHEN HORN INSURANCE SERVICES | Investment Advisor | — | $11,451 | $11,451 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC — Recordkeeper
- JP MORGAN INVESTMENT MGMT, INC. — Recordkeeper
- NEPC, LLC — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- U.S. BANK, N.A. — Recordkeeper
- STEPHEN HORN INSURANCE SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,614,646
- Estimated Expense Ratio: 0.582% 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 | $3,222,510 | $1,585,443 | $356,374 | $89,869 | — |
| 2023 | $2,723,322 | $1,503,370 | $222,970 | $69,009 | — |
| 2022 | $2,845,286 | $1,719,216 | $218,984 | — | $398,984 |