2023 Form 5500 filing — Oregon Research Institute 403(B) Retirement Savings 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 20241004210442NAL0007048355001) for Oregon Research Institute 403(B) Retirement Savings Plan, reported by Oregon Research Institute under EIN 93-0495655 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004210442NAL0007048355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon Research Institute
- EIN
- 93-0495655
- Plan number
- 001
- Location
- Springfield, OR
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,266,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,266,288
- Employer contributions
- $453,051
- Participant contributions
- $356,634
- Total income / additions
- $6,922,276
- Benefits paid
- $4,198,327
- Administrative expenses
- $82,744
- Total expenses
- $4,306,179
- Net increase / (decrease)
- $2,616,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. | N/A | $50,169 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $17,065 | not reported in the loaded dataset |
| Economic Group Pension Services Inc | N/A | $14,275 | not reported in the loaded dataset |