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Original filing (PDF)20250715202034NAL0001898179001
TRUSTEES, LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN
Form 5500
FILING_RECEIVED
LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
688
Accounts w/ balance
1,172
Plan assets (EOY)
$142.5M
Net assets (EOY)
$142.4M
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 (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
- 21 bps in Schedule C fees — 113% 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 TRUSTEES, LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN.
Plan sponsor
Name
TRUSTEES, LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN
EIN
93-1069859
Address
5331 S MACADAM AVE · STE 258 PMB 116 · PORTLAND, OR · 97239
Phone
(503) 224-0048
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ANASTASI, MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PENSION SERVICES | 91-2090931 | — | NONE | $89K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $78K | — |
| MATRIX TRUST COMPANY | 51-0099033 | — | NONE | $41K | — |
| MARSH AND MCLENNAN AGENCY LLC | 26-3237576 | — | NONE | $37K | — |
| HIGHLAND CAPITAL MANAGEMENT | 20-4284376 | — | NONE | $19K | — |
| U.S. BANK | 41-6271370 | — | NONE | $12K | — |
| TURNER, STOEVE & GAGLIARDI, P.S. | 93-0589000 | — | NONE | $10K | — |
| IRON CREEK TAX AND CONSULTING | 81-4693463 | — | NONE | $9K | — |
| TRAVELERS INSURANCE | — | HARTFORD, CT | NONE | $9K | — |
Investments
1 pooled fund· $9.4M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | $9.4M | 6.6% |