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Original filing (PDF)20251015135506NAL0005049489001
BOARD OF TRUSTEES, OREGON ESSENTIAL WORKFORCE
Form 5500
FILING_RECEIVED
OREGON ESSENTIAL WORKFORCE HEALTH CARE FUND
Health & welfare plan
Signals · 3
~329 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
3,183
Accounts w/ balance
—
Plan assets (EOY)
$102.3M
Net assets (EOY)
$98.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 329 bps in Schedule C fees — 3192% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, OREGON ESSENTIAL WORKFORCE.
Plan sponsor
Name
BOARD OF TRUSTEES, OREGON ESSENTIAL WORKFORCE
DBA
HEALTH CARE FUND
EIN
32-0674647
Address
525 NE OREGON ST · PORTLAND, OR · 97232
Phone
(833) 389-0027
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RISE PARTNERSHIP INC. | — | PORTLAND, OR | NONE | $1.2M | — |
| REGENCE BLUECROSS BLUESHIELD OF OR | 93-0238155 | — | NONE | $967K | — |
| MAGNACARE LLC | 11-3410766 | — | NONE | $794K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $225K | — |
| SLEVIN & HART P.C. | 52-1708613 | — | NONE | $98K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $43K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $30K | — |
| DIRA PARTNERS | — | SAN FRANCISCO, CA | NONE | $20K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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