2023 Form 5500 filing — Orohealth Corporation Retirement 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 20241015165449NAL0016918499001) for Orohealth Corporation Retirement Plan, reported by Orohealth Corporation under EIN 94-2994776 and plan number 002. It reports 1,931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165449NAL0016918499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orohealth Corporation
- EIN
- 94-2994776
- Plan number
- 002
- Location
- Oroville, CA
- Participants
- 1,931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,537,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,537,912
- Total income / additions
- $3,599,035
- Benefits paid
- $2,206,210
- Administrative expenses
- $288,310
- Total expenses
- $2,494,520
- Net increase / (decrease)
- $1,104,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | FINANCIAL ADVISOR | $175,494 | not reported in the loaded dataset |
| Egps, Inc | TPA | $77,920 | not reported in the loaded dataset |
| Armanino Llp | AUDITOR | $22,943 | not reported in the loaded dataset |
| Futureplan, An Ascensus Company | TPA | $13,072 | not reported in the loaded dataset |