How many benefit plans does Oaks Integrated Care report on Form 5500?

Oaks Integrated Care (EIN 23-7048397) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Oaks Integrated Care?

The Employer Identification Number (EIN) reported for Oaks Integrated Care is 23-7048397.

What is the latest Form 5500 filing year for Oaks Integrated Care?

The latest loaded Form 5500 filing year for Oaks Integrated Care is 2023.

Oaks Integrated Care — 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, Oaks Integrated Care (EIN 23-7048397) is a plan sponsor located in Mount Holly, NJ 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: 23-7048397
Location: Mount Holly, NJ
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $78,442,230
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $78,442,230

Contributions & income

Employer contributions: $6,625,423
Participant contributions: $1,873,572
Total income / additions: $16,391,722

Expenses & distributions

Benefits paid / distributions: $7,690,116
Total expenses: $8,099,779
Net increase / (decrease): $8,291,943

Coverage

Total reported participants: 3,076
Plans with financial statements: 2
Plans with provider compensation: 2

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

Oaks Integrated Care plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Oaks Integrated Care, Inc. 403(B) Savings Plan	002	1,835	$41,111,551	2023
Oaks Integrated Care, Inc. 403(B) Plan	001	368	$37,330,679	2023
Oaks Integrated Care Health And Welfare Plan	502	873	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oaks Integrated Care
Year	Plan	Participants	Schedules	Filing
2023	Oaks Integrated Care, Inc. 403(B) Plan	368	H, C	20241014164601NAL0026748177001
2023	Oaks Integrated Care, Inc. 403(B) Savings Plan	1,835	H, C	20241014164758NAL0045366816001
2023	Oaks Integrated Care Health And Welfare Plan	873	—	20250401101958NAL0011355984001