Original filing (PDF)20250214221636NAL0044568928001

UNION GOSPEL MISSION

Name: UNION GOSPEL MISSION — UNION GOSPEL MISSION 403(B) PLAN, Form 5500 (2024)
Creator: UNION GOSPEL MISSION

Form 5500-SF

FILING_RECEIVED

UNION GOSPEL MISSION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION GOSPEL MISSION.

Plan sponsor

Name

UNION GOSPEL MISSION

EIN

93-0401258

Address

3 NW 3RD AVE · PORTLAND, OR · 972093906

Phone

(503) 274-4483

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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