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Wellthbuilder Pooled Employer Plan
Standard Retirement Services, Inc., Portland OR. Employer ID 251838406, plan number 101. Annual reports on file for 2022 to 2024.
Where the money went
Plans that moved money into this one:
- 2023: money from Wellthbuilder Pooled Employer Plan moved in.
- 2024: money from Union Rescue Mission 401(k) Plan moved in.
- Filed 2022-2024Wellthbuilder Pooled Employer Plan, Standard Retirement Services, Inc.
- TodayWellthbuilder Pooled Employer Plan still files. Stancorp Financial Group keeps the records. That is where to ask.
Records are kept by Stancorp Financial Group, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2022 | 847 | 273 | Filing |
| 2023 | 2,939 | 465 | Filing |
| 2024 | 3,024 | 564 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.