Board Of Trustees, Toc-woodworkers, Iam Defined 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees, Toc-woodworkers, Iam Defined 401(k) Plan Facts

Plan name
TOC-WOODWORKERS, IAM DEFINED CONTRIBUTION PLAN AND TRUST
Plan type
401(k) and profit sharing
Plan sponsor
BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED
Participants
4,321 (190 active employees)
Former employees with a balance
2,309
Plan assets
$141,131,710 at May 31, 2025
Average account balance
$35,784 across 3,944 accounts
Employer contributions
$147,768 in plan year 2024 (28% of all contributions)
Recordkeeper
Milliman
Plan year
Jun 1, 2024 – May 31, 2025
Plan established
Jun 1, 1986
— 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 (Jun 1, 2024 – May 31, 2025), filed Mar 12, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $536,570 went into the plan in contributions, $147,768 of it from the employer (28%).
  • $13.0 million was paid out to participants.
  • Investment and other income added $14.4 million.
  • Administrative expenses were $747,082, about $189 per account.

How the Board Of Trustees, Toc-woodworkers, Iam Defined 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,858$135.0 million$472,068$16.7 million
20203,221$151.2 million$478,918$12.4 million
20213,313$132.6 million$468,887$15.0 million
20223,053$124.5 million$294,236$12.4 million
20232,888$140.0 million$121,284$17.4 million
20244,321$141.1 million$147,768$13.0 million

Board Of Trustees, Toc-woodworkers, Iam Defined 401(k) Contact Information

Phone
503-224-0048
Mailing address
5331 S MACADAM AVE STE 258 PMB 116, PORTLAND OR 97239
Plan sponsor
BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED
Employer identification number (EIN)
93-0951083
Plan number
002

Questions about the Board Of Trustees, Toc-woodworkers, Iam Defined 401(k)

Does Board Of Trustees, Toc-woodworkers, Iam Defined contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $147,768 in employer contributions for plan year 2024.

Does the Board Of Trustees, Toc-woodworkers, Iam Defined 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, Toc-woodworkers, Iam Defined 401(k) plan?

4,321 participants at the start of plan year 2024, 190 of them active employees, and 2,309 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees, Toc-woodworkers, Iam Defined?

About $35,784 per account: $141.1 million in plan assets across 3,944 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees, Toc-woodworkers, Iam Defined 401(k) accounts?

Milliman is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees, Toc-woodworkers, Iam Defined. How do I access my 401(k)?

Your account stays with Milliman 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.

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