2023 Form 5500 filing — Oneworld 401(K) 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 20240917125955NAL0002937201001) for Oneworld 401(K) Plan, reported by Oneworld Community Health Centers, Inc. under EIN 47-0548990 and plan number 001. It reports 700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917125955NAL0002937201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oneworld Community Health Centers, Inc.
- EIN
- 47-0548990
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,867,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,867,997
- Employer contributions
- $1,188,919
- Participant contributions
- $1,902,537
- Total income / additions
- $6,831,000
- Benefits paid
- $1,789,412
- Administrative expenses
- $126,630
- Total expenses
- $1,943,361
- Net increase / (decrease)
- $4,887,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance | RECORD KEEPER | $77,357 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $49,893 | not reported in the loaded dataset |
| Benefit Plans, Inc. | CONTRACT ADMIN | $1,850 | $15,083 |
| Kelley Financial Services | CONTRACT ADMIN | $0 | $3,450 |
| Kelley Financial Services | OTHER | $36 | not reported in the loaded dataset |