Board Of Trustees Office & Professional Employees Ret Plan 401(k) Plan: Login, Facts & Contact Information

Board Of Trustees Office & Professional Employees Ret Plan 401(k) Plan Facts

Plan name
OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN
Participants
3,093 (2,658 active employees)
Former employees with a balance
577
Plan assets
$34,499,408 at Dec 31, 2024
Average account balance
$12,628 across 2,732 accounts
Employer contributions
$2,284,407 in plan year 2024 (66% of all contributions)
Recordkeeper
Milliman, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1980
✓ 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 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.47 million went into the plan in contributions, $2.28 million of it from the employer (66%).
  • $3.85 million was paid out to participants.
  • Investment and other income added $4.56 million.
  • Administrative expenses were $441,074, about $161 per account.

How the Board Of Trustees Office & Professional Employees Ret Plan 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,286$20.7 million$1.51 million$3.19 million
20204,195$25.7 million$1.77 million$822,703
20213,423$29.6 million$1.88 million$2.00 million
20224,721$25.7 million$2.11 million$1.96 million
20232,845$30.8 million$2.25 million$2.47 million
20243,093$34.5 million$2.28 million$3.85 million

Board Of Trustees Office & Professional Employees Ret Plan 401(k) Contact Information

Phone
800-547-1314
Mailing address
12029 NE GLENN WIDING DR, PORTLAND OR 97220
Plan sponsor
BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN
Employer identification number (EIN)
91-1337614
Plan number
001

Questions about the Board Of Trustees Office & Professional Employees Ret Plan 401(k)

Does Board Of Trustees Office & Professional Employees Ret Plan contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.28 million, 66% of all contributions.

Does the Board Of Trustees Office & Professional Employees Ret Plan 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 Office & Professional Employees Ret Plan 401(k) plan?

3,093 participants at the start of plan year 2024, 2,658 of them active employees, and 577 former employees who still had money in the plan.

What is the average 401(k) balance at Board Of Trustees Office & Professional Employees Ret Plan?

About $12,628 per account: $34.5 million in plan assets across 2,732 accounts with a balance at the end of plan year 2024.

Who manages the Board Of Trustees Office & Professional Employees Ret Plan 401(k) accounts?

Milliman (listed on the filing as MILLIMAN, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Board Of Trustees Office & Professional Employees Ret Plan. 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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