2023 Form 5500 filing — Opeiu National 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 20241014130048NAL0027336369005) for Opeiu National Retirement Savings Plan, reported by Board Of Trustees Of The Opeiu National Retirement Savings Plan under EIN 82-4669377 and plan number 001. It reports 1,776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130048NAL0027336369005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Opeiu National Retirement Savings Plan
- EIN
- 82-4669377
- Plan number
- 001
- Location
- Westbury, NY
- Participants
- 1,776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,745,189
- Total liabilities (EOY)
- $243,611
- Net assets (EOY)
- $99,501,578
- Employer contributions
- $3,348,679
- Participant contributions
- $3,597,860
- Total income / additions
- $22,160,207
- Benefits paid
- $8,116,559
- Administrative expenses
- $733,369
- Total expenses
- $8,849,928
- Net increase / (decrease)
- $13,310,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $102,040 | $0 |
| Marshall And Moss | NONE | $95,883 | not reported in the loaded dataset |
| Pitta Llp | NONE | $90,537 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $74,844 | not reported in the loaded dataset |
| Accountable Advisory Services LLC | NONE | $64,800 | not reported in the loaded dataset |
| J.A. Mariano Agency | NONE | $16,900 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $16,000 | not reported in the loaded dataset |
| Tpa Corporation | NONE | $10,250 | not reported in the loaded dataset |
| Fiduciary Advisor Advocates LLC | NONE | $7,711 | not reported in the loaded dataset |