2023 Form 5500 filing — Omni Family Health 403(B) 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 20240913111610NAL0019597426001) for Omni Family Health 403(B) Plan, reported by Omni Family Health under EIN 95-3218000 and plan number 002. It reports 1,099 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913111610NAL0019597426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omni Family Health
- EIN
- 95-3218000
- Plan number
- 002
- Location
- Bakersfield, CA
- Participants
- 1,099
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,917,125
- Net assets (EOY)
- $33,917,125
- Employer contributions
- $2,289,716
- Participant contributions
- $1,929,245
- Total income / additions
- $9,075,687
- Benefits paid
- $1,283,230
- Administrative expenses
- $351,778
- Total expenses
- $1,642,965
- Net increase / (decrease)
- $7,432,722
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | TRUST CUSTODIAN | $189,410 | not reported in the loaded dataset |
| Raymond James Fin Serv Advisor | BROKER | $150,423 | not reported in the loaded dataset |
| Nexus Administrators, Inc. | CONTRACT ADMINISTRATOR | $11,952 | $0 |