Original filing (PDF)20251014142204NAL0001535891001

Confederated Tribes of the Umatilla Indian Reservation

Name: Confederated Tribes of the Umatilla Indian Reservation — Form 5500 Plan 002 (2024)
Creator: Confederated Tribes of the Umatilla Indian Reservation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Confederated Tribes of the Umatilla Indian Reservation's Confederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and Trust held $150.2M in plan assets for 2,263 participants in 2024, with Newport Group as recordkeeper.

Active participants

2,263

Accounts w/ balance

2,646

Plan assets (EOY)

$150.2M

Net assets (EOY)

$150.2M

People on this filing

Kathryn Burke signed Confederated Tribes of the Umatilla Indian Reservation's 2024 Form 5500 as plan administrator.

Kathryn Burke — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Confederated Tribes of the Umatilla Indian Reservation's EIN is 93-0624734.

EIN 93-0624734

Plan number 002

Plan year 2024

ACK ID 20251014142204NAL0001535891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Confederated Tribes of the Umatilla Indian Reservation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Confederated Tribes of the Umatilla Indian Reservation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION

EIN

all filings

Address

46411 TIMINE WAY · PENDLETON, OR · 97801

Phone

(541) 429-7191

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$268K	—

Investments

33 direct securities· $150.2M(100% of reported assets)

Mutual Funds

$59.2M

10 holdings

Common Collective Trusts

$35.5M

3 holdings

Other securities

$33.2M

17 holdings

Agency / Mortgage-Backed

$9.8M

1 holding

Common Stocks

$6.4M

1 holding

Participant loans

$6.0M

1 holding

					% of plan
PIMCO Investment Grade Credit Bd Instl Mutual Fund 380 Tiaa-Cref Large Cap Growth Index-Instl Mutual Fund	Mutual Funds	—	—	$35.4M	23.6%
Nuveen Large Cap Value Index Fund R6 Mutual Fund	Common Collective Trusts	—	—	$28.3M	18.8%
Lord Abbett Short Duration Income - A Mutual Fund	Mutual Funds	—	—	$18.3M	12.2%
Blackrock Retirement Res Money I Mutual Fund	Other securities	—	—	$10.1M	6.7%
Voya Gnma Income Fund Class A Mutual Fund	Agency / Mortgage-Backed	—	—	$9.8M	6.6%
American Bond Fund Of America R6 Mutual Fund	Other securities	—	—	$6.5M	4.4%
Jpmorgan Us Small Company - A Mutual Fund	Common Stocks	—	—	$6.4M	4.3%
Participant Loans Loan Principal Balance	Participant loans	—	—	$6.0M	4.0%
Oakmark International - I Mutual Fund	Other securities	—	—	$5.9M	3.9%
Ishares Msci Eafe International Index Fund Institutional Mutual Fund	Common Collective Trusts	—	—	$4.5M	3.0%
Pgim High Yield - R6 Mutual Fund	Other securities	—	—	$2.8M	1.8%
Ishares S&P 500 Index Fund Institutional Mutual Fund	Common Collective Trusts	—	—	$2.7M	1.8%
Invesco Oppenheimer International Bond Fund - Cl A Mutual Fund	Mutual Funds	—	—	$2.3M	1.5%
Vanguard Information Tech Index - Adm Mutual Fund	Mutual Funds	—	—	$2.0M	1.3%
Blackrock Fed Fund Class Institutional Mutual Fund 15 Blackrock Latin America Instl Mutual Fund	Other securities	—	—	$1.7M	1.2%
Lazard Emerging Markets Equity - Open Mutual Fund	Other securities	—	—	$1.3M	0.9%
Columbia Emerging Markets - I3 Mutual Fund	Other securities	—	—	$968K	0.6%
Fed Hermes Mdt Mid Cap Growth Mutual Fund	Other securities	—	—	$822K	0.5%
Davis Financial - Y Mutual Fund	Other securities	—	—	$786K	0.5%
Jpmorgan Smartretirement Income Fund Class R5 Mutual Fund	Other securities	—	—	$745K	0.5%
Mfs Utilites - R4 Mutual Fund	Mutual Funds	—	—	$581K	0.4%
John Hancock Disciplined Value Mid Cap R6 Mutual Fund	Other securities	—	—	$430K	0.3%
PIMCO Income Institutional Mutual Fund	Mutual Funds	—	—	$314K	0.2%
Dws Rreef Real Estate Securities R6 Mutual Fund	Other securities	—	—	$274K	0.2%
Federated Mid-Cap Index Instl Mutual Fund	Other securities	—	—	$226K	0.2%
Allspring Precious Metals Mutual Fund	Other securities	—	—	$211K	0.1%
Columbia Small Cap Index - I2 Mutual Fund	Other securities	—	—	$195K	0.1%
Vanguard Energy Index - Admiral Mutual Fund	Mutual Funds	—	—	$187K	0.1%
Eaton Vance Floating - Rate Fund Institutional Class Mutual Fund	Other securities	—	—	$170K	0.1%
Vanguard Ftse Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$50K	<0.1%
Vanguard Inflation Protected Secs Mutual Fund	Mutual Funds	—	—	$40K	<0.1%
Invesco European Growth - A Mutual Fund	Mutual Funds	—	—	$30K	<0.1%
Impax International Sustainable Economy Mutual Fund	Other securities	—	—	$24K	<0.1%