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OREGON BUSINESS COUNCIL — OREGON BUSINESS COUNCIL MONEY PURCHASE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251006152810NAL0009781778005
OREGON BUSINESS COUNCIL
Form 5500-SF
FILING_RECEIVED
OREGON BUSINESS COUNCIL MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
8
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OREGON BUSINESS COUNCIL
.
Find decision makers
Plan sponsor
Name
OREGON BUSINESS COUNCIL
EIN
93-0884244
Address
1100 S.W. 6TH AVENUE, SUITE 1608 · PORTLAND, OR · 972041017
Phone
(503) 220-0691
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
OREGON BUSINESS COUNCIL
EIN
93-0884244
City
PORTLAND, OR
Phone
(503) 220-0691
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-10-06
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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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BASHOR CHILDREN'S HOME
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
