2023 Form 5500 filing — Oregon Coast Aquarium Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240422183724NAL0011735345001) for Oregon Coast Aquarium Retirement Plan, reported by Oregon Coast Aquarium, Inc. under EIN 93-0877807 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240422183724NAL0011735345001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Oregon Coast Aquarium, Inc.
- EIN
- 93-0877807
- Plan number
- 001
- Location
- Newport, OR
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,603,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,603,206
- Employer contributions
- $88,109
- Participant contributions
- $161,687
- Total income / additions
- $783,760
- Benefits paid
- $46,068
- Administrative expenses
- $25
- Total expenses
- $46,093
- Net increase / (decrease)
- $737,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | not reported in the loaded dataset | $25 | $0 |