Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2020. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) Plan Facts (plan year 2020)

Plan name
WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU
Plan type
401(k)
Plan sponsor
WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEE
Participants
2,116 (1,718 active employees)
Former employees with a balance
152
Plan assets
$64,493,394 at Dec 31, 2020
Average account balance
$34,396 across 1,875 accounts
Employer contributions
$1,492,532 in plan year 2020 (57% of all contributions)
Recordkeeper
John Hancock Retirement Plan Srvics
Plan year
Jan 1, 2020 – Dec 31, 2020
Plan established
Apr 1, 1959
— 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 2020 (Jan 1, 2020 – Dec 31, 2020), filed Oct 13, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2020

  • $2.61 million went into the plan in contributions, $1.49 million of it from the employer (57%).
  • $3.48 million was paid out to participants.
  • Investment and other income added $8.52 million.
  • Administrative expenses were $542,350, about $289 per account.

How the Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) changed, 2014–2020

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20144,437$50.7 million$1.48 million$3.09 million
20152,935$49.7 million$1.48 million$2.98 million
20162,986$51.8 million$1.46 million$4.31 million
20172,673$55.6 million$1.43 million$6.08 million
20192,080$57.4 million$1.58 million$5.62 million
20202,116$64.5 million$1.49 million$3.48 million

Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) Contact Information

Phone
503-224-0048
Mailing address
5331 S MACADAM AVE STE 258 PMB 116, PORTLAND OR 97239
Plan sponsor
WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEE
Employer identification number (EIN)
51-0141712
Plan number
001

Questions about the Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k)

Is the Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2020, and no later filing was found under this employer's EIN.

Does Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.49 million in employer contributions for plan year 2020.

Does the Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) have automatic enrollment?

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

How many people are in the Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) plan?

2,116 participants at the start of plan year 2020, 1,718 of them active employees, and 152 former employees who still had money in the plan.

What is the average 401(k) balance at Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee?

About $34,396 per account: $64.5 million in plan assets across 1,875 accounts with a balance at the end of plan year 2020.

Who manages the Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustee 401(k) accounts?

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

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