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Original filing (PDF)20251014082301NAL0001120995001
ROSEBURG FOREST PRODUCTS CO. AND WESTERN STATES REGIONAL COUNCIL
Form 5500
FILING_RECEIVED
ROSEBURG FOREST PRODUCTS CO. AND WESTERN STATES REGIONAL COUNCIL OF CARPENTERS PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
537
Accounts w/ balance
—
Plan assets (EOY)
$236.6M
Net assets (EOY)
$236.6M
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)
82
/ 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
55
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 321% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
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 ROSEBURG FOREST PRODUCTS CO. AND WESTERN STATES REGIONAL COUNCIL.
Plan sponsor
Name
ROSEBURG FOREST PRODUCTS CO. AND WESTERN STATES REGIONAL COUNCIL
EIN
93-6021814
Address
10599 OLD HIGHWAY 99 S · DILLARD, OR · 97432
Phone
(541) 696-3111
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC. | 42-1520346 | — | TRUSTEE | $116K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS, LLP | 91-0189318 | — | ACCOUNTING | $8K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-3532603 | — | ACTUARY/CONSULT/RCRDKPR | $855K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOEL RIVES LLP | 93-0408771 | — | LEGAL | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON MOUNTAIN INC. | 04-3107342 | — | OTHER | $7K | — |
Investments
1 pooled fund· $235.0M(99% 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 |
|---|---|---|---|
| MASTER TRUST FOR ROSEBURG FOREST PR ROSEBURG FOREST PRODUCTS CO. · EIN 93-1240670 / PN 005 | Master Trust | $235.0M | 99.3% |