Oaks Integrated Care, Inc. 403(B) Savings Plan — Form 5500 plan (Oaks Integrated Care, Inc.)
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, Oaks Integrated Care, Inc. 403(B) Savings Plan is a benefit plan reported by Oaks Integrated Care, Inc. under EIN 23-7048397 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,835 participants and $41,111,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oaks Integrated Care, Inc.
- EIN
- 23-7048397
- Plan number
- 002
- Plan type
- 2
- Location
- Mount Holly, NJ
- Latest filing year
- 2023
- Participants
- 1,835
- End-of-year plan assets
- $41,111,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,835 | H, C | 20241014164758NAL0045366816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,111,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,111,551
- Net assets (BOY)
- $34,437,894
Income & contributions
- Employer contributions
- $5,221,065
- Participant contributions
- $1,399,341
- Total contributions
- $6,657,319
- Total income / additions
- $10,655,256
Expenses & distributions
- Benefits paid
- $3,642,056
- Administrative expenses
- $50,318
- Total expenses
- $3,981,599
- Net increase / (decrease)
- $6,673,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $25,043 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY | $14,443 | not reported in the loaded dataset | 2023 |
| Innovative Investment Fiduciaries | INVESTMENT ADVISORY | $10,832 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oaks Integrated Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Holly, NJ
- Lincoln National Corporation — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Innovative Investment Fiduciaries — Schedule C compensation