Oxfam America Retirement Plan — Form 5500 plan (Oxfam America, 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, Oxfam America Retirement Plan is a benefit plan reported by Oxfam America, Inc. under EIN 23-7069110 and plan number 001. The latest loaded filing year is 2023. The filing reports 530 participants and $17,463,454 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oxfam America, Inc.
EIN
23-7069110
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
530
End-of-year plan assets
$17,463,454

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023530H, C20241001164338NAL0012199168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,463,454
Net assets (EOY)
$17,463,454
Net assets (BOY)
$15,261,680

Income & contributions

Employer contributions
$1,094,642
Total contributions
$1,094,642
Total income / additions
$3,716,706

Expenses & distributions

Benefits paid
$1,451,946
Administrative expenses
$62,986
Total expenses
$1,514,932
Net increase / (decrease)
$2,201,774

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$43,986$02023
Lion Street Advisor LLCCONSULTANT$19,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages