2023 Form 5500 filing — Oaks Integrated Care, Inc. 403(B) 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 20241014164601NAL0026748177001) for Oaks Integrated Care, Inc. 403(B) Plan, reported by Oaks Integrated Care, Inc. under EIN 23-7048397 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164601NAL0026748177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oaks Integrated Care, Inc.
- EIN
- 23-7048397
- Plan number
- 001
- Location
- Mount Holly, NJ
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,330,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,330,679
- Employer contributions
- $1,404,358
- Participant contributions
- $474,231
- Total income / additions
- $5,736,466
- Benefits paid
- $4,048,060
- Administrative expenses
- $41,418
- Total expenses
- $4,118,180
- Net increase / (decrease)
- $1,618,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,675 | $0 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY | $12,996 | not reported in the loaded dataset |
| Innovative Investment Fiduciaries | INVESTMENT ADVISORY | $9,747 | not reported in the loaded dataset |