2023 Form 5500 filing — Oxfam America 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 20241001164338NAL0012199168001) for Oxfam America Retirement Plan, reported by Oxfam America, Inc. under EIN 23-7069110 and plan number 001. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001164338NAL0012199168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oxfam America, Inc.
- EIN
- 23-7069110
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,463,454
- Net assets (EOY)
- $17,463,454
- Employer contributions
- $1,094,642
- Total income / additions
- $3,716,706
- Benefits paid
- $1,451,946
- Administrative expenses
- $62,986
- Total expenses
- $1,514,932
- Net increase / (decrease)
- $2,201,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,986 | $0 |
| Lion Street Advisor LLC | CONSULTANT | $19,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |