Board of Trustees-Oregon Laborers-Employers Pension Trust Fund

Form 5500 Data

Board of Trustees-Oregon Laborers-Employers Pension Trust Fund

35

Overview

Plan Rating

BrightScope Rating
35
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (32)
Average in Peer Group (69)
Highest in Peer Group (87)

Plan Description

Oregon Laborers - Employers Defined Contribution and 401k Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 35. Oregon Laborers - Employers Defined Contribution and 401k Plan currently has over 2,900 active participants and over $12.9M in plan assets.

Did you know?

For the average 401k participant, the 52 point difference between this plan's BrightScope Rating (35) and the top rated plan (87) could equate to:
23
Additional years of work
365,330
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 12029 Ne Glenn Widing Rd.
  • Location
    Portland , OR
  • 97220-9050
  • Industry
    Construction
  • Administrator
    Jeffrey Gritz
  • Sponsor
    James Watts
  • Net Plan Assets
    $12,900,000
  • Total Participants
    3,000
  • Avg Account Balance
    $9,400

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

14

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Dodge & Cox Balanced 68%
51%
Galliard Retirement Income Fund 10%
N/A
BNYM Mellon NSL Stock Index 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Milliman, Inc.
Consultant
Milliman, Inc.
Administration
William C. Earhart Co., Inc.
Legal Counsel
Weinberg, Rogers & Rosenfeld
Investment Adviser
New England Pension Consultants (NEPC)
Recordkeeper
Matrix Trust Company, LLC
Auditor
Lindquist LLP

Articles and Questions

Boeing Plan Report (Updated)

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