Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k) Plan Facts

Plan name
IND ACCT PLAN FOR THE OREGON SHEET METAL WORKERS
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST
Participants
1,378 (681 active employees)
Former employees with a balance
712
Plan assets
$62,705,995 at Dec 31, 2024
Average account balance
$45,015 across 1,393 accounts
Recordkeeper
John Hancock Retirement Service
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1988
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.66 million went into the plan in contributions.
  • $3.83 million was paid out to participants.
  • Investment and other income added $6.29 million.
  • Administrative expenses were $235,915, about $169 per account.

How the Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,845$56.7 million—$2.33 million
20202,097$57.5 million—$4.06 million
20211,320$62.0 million—$3.60 million
20221,342$50.2 million—$4.14 million
20231,361$57.8 million—$2.51 million
20241,378$62.7 million—$3.83 million

Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k) Contact Information

Phone
503-282-5581
Mailing address
12029 NE GLENN WIDING DRIVE, PORTLAND OR 97220
Plan sponsor
BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUST
Employer identification number (EIN)
93-6018501
Plan number
002

Questions about the Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k)

Does Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k) plan?

1,378 participants at the start of plan year 2024, 681 of them active employees, and 712 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru?

About $45,015 per account: $62.7 million in plan assets across 1,393 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK RETIREMENT SERVICE) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees - Oregon Sheet Metal Workers Master Retirement Tru. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 12029 NE GLENN WIDING RD., PORTLAND, OR, 972209050
Headquarter: 2 FOLSOM STREET, 12TH FLOOR, SAN FRANCISCO, CA, 94105
Headquarter: P.O. BOX 68900 SEAHB, SEATTLE, WA, 98168
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