2023 Form 5500 filing — Obi Health Choice Benefits Plan & 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 20241009180410NAL0019745137002) for Obi Health Choice Benefits Plan & Trust, reported by Oregon Business & Industry Association under EIN 91-1819176 and plan number 501. It reports 1,426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009180410NAL0019745137002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Oregon Business & Industry Association
- EIN
- 91-1819176
- Plan number
- 501
- Location
- Salem, OR
- Participants
- 1,426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $293,584
- Net assets (EOY)
- $293,584
- Total income / additions
- $285,212
- Administrative expenses
- $301,682
- Total expenses
- $301,682
- Net increase / (decrease)
- -$16,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Quinn Thomas Public Affairs LLC | NONE | $109,086 | not reported in the loaded dataset |
| Cascade Centers / Canopy Wellbeing | NONE | $31,690 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | NONE | $14,556 | not reported in the loaded dataset |
| The Partners Group | NONE | $13,500 | not reported in the loaded dataset |
| Anastasi, Moore & Martin Pllc | NONE | $5,475 | not reported in the loaded dataset |