2023 Form 5500 filing — Osco Employees Health & Welfare Trust
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 20240923110809NAL0006598131001) for Osco Employees Health & Welfare Trust, reported by Osco Industries Inc under EIN 31-4271610 and plan number 501. It reports 107 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923110809NAL0006598131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osco Industries Inc
- EIN
- 31-4271610
- Plan number
- 501
- Location
- Portsmouth, OH
- Participants
- 107
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,853
- Net assets (EOY)
- $45,853
- Employer contributions
- $2,600,000
- Participant contributions
- $238,594
- Total income / additions
- $2,838,594
- Benefits paid
- $2,819,686
- Total expenses
- $2,819,686
- Net increase / (decrease)
- $18,908
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Medical Benefits Administrators Inc | CONTRACT | $41,418 | not reported in the loaded dataset |
| Medical Mutual Of Ohio | CONTRACT | $1,918 | not reported in the loaded dataset |