Opportunity Alliance 403(B) Plan — Form 5500 plan (Opportunity Alliance)
Plain-English plan 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, Opportunity Alliance 403(B) Plan is a benefit plan reported by Opportunity Alliance under EIN 01-0274725 and plan number 001. The latest loaded filing year is 2023. The filing reports 654 participants and $15,601,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opportunity Alliance
- EIN
- 01-0274725
- Plan number
- 001
- Plan type
- 2
- Location
- South Portland, ME
- Latest filing year
- 2023
- Participants
- 654
- End-of-year plan assets
- $15,601,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 654 | H, C | 20240731071603NAL0012498355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,601,286
- Net assets (EOY)
- $15,601,286
- Net assets (BOY)
- $13,144,211
Income & contributions
- Employer contributions
- $398,538
- Participant contributions
- $1,149,701
- Total contributions
- $1,635,521
- Total income / additions
- $3,874,711
Expenses & distributions
- Benefits paid
- $1,358,885
- Administrative expenses
- $58,751
- Total expenses
- $1,417,636
- Net increase / (decrease)
- $2,457,075
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Service, LLC | INVESTMENT ADVISOR | $41,334 | $0 | 2023 |
| Hub International New England LLC | CONTRACT ADMIN | $8,280 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,658 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,407 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Opportunity Alliance
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in South Portland, ME
- Commonwealth Equity Service, LLC — Schedule C compensation
- Hub International New England LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation