Original filing (PDF)20250415192504NAL0006643936001

BOARD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL PENSION

Name: BOARD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL PENSION — INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN, Form 5500 (2023)
Creator: BOARD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL PENSION

Form 5500

FILING_RECEIVED

INLANDBOATMEN'S UNION OF THE PACIFIC NATIONAL 401(K) PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

279

Accounts w/ balance

548

Plan assets (EOY)

$64.5M

Net assets (EOY)

$64.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

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

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL PENSION.

Plan sponsor

Name

BOARD OF TRUSTEES, IBU OF THE PACIFIC NATIONAL PENSION

EIN

93-0792184

Address

5331 S MACADAM AVE STE 220 · PORTLAND, OR · 97239

Phone

(503) 224-0048

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK TRUST COMPANY, LLC	01-0233346	—	NONE	$26K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VERUS	91-1320111	—	NONE	$38K	—
BENESYS INC

Investments

1 pooled fund· $4.2M(7% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.