Oxfam America 403(B) 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 403(B) Plan is a benefit plan reported by Oxfam America, Inc. under EIN 23-7069110 and plan number 002. The latest loaded filing year is 2023. The filing reports 320 participants and $19,623,893 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
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
320
End-of-year plan assets
$19,623,893

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023320H, C20241001164507NAL0007484993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,623,893
Net assets (EOY)
$19,623,893
Net assets (BOY)
$16,847,088

Income & contributions

Participant contributions
$1,730,831
Total contributions
$1,880,587
Total income / additions
$4,791,020

Expenses & distributions

Benefits paid
$1,945,434
Administrative expenses
$67,708
Total expenses
$2,014,215
Net increase / (decrease)
$2,776,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$48,649$02023
Lion Street Advisors, LLCCONSULTANT$19,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages