Oda Primary Health Care Network 403(B) Plan — Form 5500 plan (Oda Primary Health Care Network)
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, Oda Primary Health Care Network 403(B) Plan is a benefit plan reported by Oda Primary Health Care Network under EIN 11-2329960 and plan number 004. The latest loaded filing year is 2023. The filing reports 678 participants and $10,867,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oda Primary Health Care Network
- EIN
- 11-2329960
- Plan number
- 004
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 678
- End-of-year plan assets
- $10,867,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 678 | H, C | 20241030100745NAL0000532929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,867,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,867,020
- Net assets (BOY)
- $8,904,444
Income & contributions
- Participant contributions
- $1,251,355
- Total contributions
- $1,296,027
- Total income / additions
- $2,589,272
Expenses & distributions
- Benefits paid
- $582,510
- Administrative expenses
- $44,041
- Total expenses
- $626,696
- Net increase / (decrease)
- $1,962,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Efficienet Advisors | INVESTMENT MANAGER | $19,097 | $0 | 2023 |
| Csd Financial LLC | INVESTMENT ADVISOR | $18,356 | not reported in the loaded dataset | 2023 |
| Pcs Retirement Services | CONTRACT ADMINISTRATOR | $6,589 | $0 | 2023 |