Plan Ledger DOL Form 5500 · updated monthly

Lumber & Sawmill Workers UnionProfit-sharing plan

TACOMA MILLMEN'S SUPPLEMENTAL RETIREMENT PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
8.69%

Lumber & Sawmill Workers Union reported $15,183 in plan administrative expenses for 2022: 8.69% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (1,017th of 1,021), and 13,635th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$42,984
Participants with balances1
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$42,984
Benefits paid to participants$250,588
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$43K · 1 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$71
Investment management$791
Professional / advisory$5,190
Total administrative$15,183
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$15,183 · 8.69%
Similar plansManufacturing · Oregon
Umpqua Dairy Products Co. OR$647K · 0.39%
Terra Universal, Inc. CA$56K · 0.29%
USA Millwork, LLC. IL$54K · 1.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 916145422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.