2023 Form 5500 filing — The West Oakland Health Council 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 20241015121503NAL0014597459001) for The West Oakland Health Council Retirement Savings Plan, reported by The West Oakland Health Council under EIN 94-1667294 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121503NAL0014597459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The West Oakland Health Council
- EIN
- 94-1667294
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,264,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,264,506
- Employer contributions
- $92,694
- Total income / additions
- $955,271
- Benefits paid
- $983,715
- Administrative expenses
- $41,068
- Total expenses
- $1,024,783
- Net increase / (decrease)
- -$69,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Co. | RECORDKEEPER | $41,068 | $0 |