Opcmia Local 526 Annuity Plan — Form 5500 plan (Board Of Trustees Opcmia Local 526 Annuity Plan)
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, Opcmia Local 526 Annuity Plan is a benefit plan reported by Board Of Trustees Opcmia Local 526 Annuity Plan under EIN 25-6130880 and plan number 001. The latest loaded filing year is 2023. The filing reports 633 participants and $10,923,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Opcmia Local 526 Annuity Plan
- EIN
- 25-6130880
- Plan number
- 001
- Plan type
- 1
- Location
- Munhall, PA
- Latest filing year
- 2023
- Participants
- 633
- End-of-year plan assets
- $10,923,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 633 | H, C | 20241015090737NAL0016031075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,923,557
- Total liabilities (EOY)
- $100,108
- Net assets (EOY)
- $10,823,449
- Net assets (BOY)
- $8,462,991
Income & contributions
- Employer contributions
- $1,713,575
- Total contributions
- $1,713,575
- Total income / additions
- $3,216,908
Expenses & distributions
- Benefits paid
- $667,935
- Administrative expenses
- $188,515
- Total expenses
- $856,450
- Net increase / (decrease)
- $2,360,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $45,022 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $11,650 | not reported in the loaded dataset | 2023 |
| Stephen J. O'Brien & Associates, Ll | NONE | $7,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Opcmia Local 526 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Munhall, PA
- Newport Group, Inc. — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Stephen J. O'Brien & Associates, Ll — Schedule C compensation