How many benefit plans does Opportunity Alliance report on Form 5500?

Opportunity Alliance (EIN 01-0274725) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Opportunity Alliance?

The Employer Identification Number (EIN) reported for Opportunity Alliance is 01-0274725.

What is the latest Form 5500 filing year for Opportunity Alliance?

The latest loaded Form 5500 filing year for Opportunity Alliance is 2023.

Opportunity Alliance — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Opportunity Alliance (EIN 01-0274725) is a plan sponsor located in South Portland, ME with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 01-0274725
Location: South Portland, ME
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,601,286
Total reported net assets (EOY): $15,601,286

Contributions & income

Employer contributions: $398,538
Participant contributions: $1,149,701
Total income / additions: $3,874,711

Expenses & distributions

Benefits paid / distributions: $1,358,885
Total expenses: $1,417,636
Net increase / (decrease): $2,457,075

Coverage

Total reported participants: 992
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Opportunity Alliance plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Opportunity Alliance 403(B) Plan	001	654	$15,601,286	2023
The Opportunity Alliance Wrap Benefit Plan	513	338	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Opportunity Alliance
Year	Plan	Participants	Schedules	Filing
2023	Opportunity Alliance 403(B) Plan	654	H, C	20240731071603NAL0012498355001
2023	The Opportunity Alliance Wrap Benefit Plan	338	—	20250109155317NAL0020968736001