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Original filing (PDF)20250924110829NAL0006674865001
BOARD OF TRUSTEES, THE NELSON TRUST
Form 5500
FILING_RECEIVED
THE NELSON TRUST
Health & welfare plan
Signals · 3
~315 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
626
Accounts w/ balance
—
Plan assets (EOY)
$37.8M
Net assets (EOY)
$36.2M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 315 bps in Schedule C fees — 988% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, THE NELSON TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES, THE NELSON TRUST
EIN
93-6041903
Address
5331 S MACADAM AVE STE 220 · PORTLAND, OR · 97239
Phone
(503) 224-0048
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMERA BLUE CROSS | 91-0499247 | — | NONE | $438K | — |
| BENESYS, INC. | 38-2383171 | — | NONE | $159K | — |
| MERCER HEALTH & BENEFITS, LLC. | 34-2015463 | — | NONE | $154K | — |
| JOSEPH L. REINHART, P.C. | — | TIGARD, OR | NONE | $97K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $93K | — |
| THE PARTNERS GROUP | — | PORTLAND, OR | NONE | $90K | — |
| MODA HEALTH | 93-0438772 | — | NONE | $64K | — |
| US BANK N.A. | 31-0841368 | — | NONE | $38K | — |
| RV KUHNS & ASSOCIATES | 93-0901652 | — | NONE | $33K | — |
| SMART SOURCE | — | ATLANTA, GA | NONE | $12K | — |
| COMMUNICATION PARTNERS INC. | 93-1083918 | — | NONE | $9K | — |
| MILLIMAN | 91-0675641 | — | NONE | $5K | — |
Investments
11 direct securities· $35.9M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Spartan 500 Index Fund | — | — | $4.9M | $8.5M | 22.4% | |
| Vanguard Interm Term Bond Index I | — | — | $5.4M | $5.0M | 13.2% | |
| Metropolitan West Total Return | — | — | $5.6M | $5.0M | 13.2% | |
| Credit Suisse Fl Rt Hi In I | — | — | $3.8M | $3.7M | 9.7% | |
| Mackay Shields Core Fixed Income, LP | — | — | $3.5M | $3.6M | 9.5% | |
| Pgim High Yield Cl R6 | — | — | $3.4M | $3.6M | 9.5% | |
| PIMCO All Asset Fund | — | — | $2.7M | $2.4M | 6.4% | |
| Vanguard Total Intl Stock Index Fund | — | — | $1.8M | $2.1M | 5.4% | |
| Grosvenor Institutional Partners, LP | — | — | $919K | $2.0M | 5.2% | |
| First American Govt Oblig Fund Cl Z | — | — | $207K | $207K | 0.5% | |
| Vanguard Short Term Bond Index I | — | — | — | $14 | <0.1% |
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