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OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 401k Plan overview

Plan NameOREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN
Plan identification number 001

OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

OREGON STATE COUNCIL OF SERVICE EMPLOYEES INTERNATIONAL UNION has sponsored the creation of one or more 401k plans.

Company Name:OREGON STATE COUNCIL OF SERVICE EMPLOYEES INTERNATIONAL UNION
Employer identification number (EIN):930887838
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MATTHEW SWANSON2022-02-11
0012020-01-01MATTHEW SWANSON2022-02-11
0012018-01-01MATTHEW SWANSON2019-04-25
0012017-01-01MATTHEW SWANSON2018-06-06
0012016-01-01MATTHEW SWANSON2017-12-12
0012015-01-01MATTHEW SWANSON2016-12-19 MATTHEW SWANSON2016-12-19
0012014-01-01MATTHEW SWANSON2016-12-14
0012012-01-01MELISSA UNGER
0012011-01-01JESSICA STEVENS
0012010-01-01JESSICA STEVENS

Plan Statistics for OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN

401k plan membership statisitcs for OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN

Measure Date Value
2012: OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016

Financial Data on OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN

Measure Date Value
2012 : OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$10,694
Expenses. Total of all expenses incurred2012-12-31$33,976
Benefits paid (including direct rollovers)2012-12-31$33,924
Total plan assets at end of year2012-12-31$66,280
Total plan assets at beginning of year2012-12-31$89,562
Other income received2012-12-31$10,694
Net income (gross income less expenses)2012-12-31$-23,282
Net plan assets at end of year (total assets less liabilities)2012-12-31$66,280
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$89,562
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$52
2011 : OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$3,436
Total plan assets at end of year2011-12-31$89,562
Total plan assets at beginning of year2011-12-31$86,126
Other income received2011-12-31$3,436
Net income (gross income less expenses)2011-12-31$3,436
Net plan assets at end of year (total assets less liabilities)2011-12-31$89,562
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$86,126
2010 : OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$10,113
Expenses. Total of all expenses incurred2010-12-31$4,264
Benefits paid (including direct rollovers)2010-12-31$4,214
Total plan assets at end of year2010-12-31$86,126
Total plan assets at beginning of year2010-12-31$80,277
Expenses. Other expenses not covered elsewhere2010-12-31$50
Other income received2010-12-31$10,113
Net income (gross income less expenses)2010-12-31$5,849
Net plan assets at end of year (total assets less liabilities)2010-12-31$86,126
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$80,277

Form 5500 Responses for OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN

2012: OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OREGON STATE COUNCIL OF SERVICE EMPLOYEES BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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