Opus Retirement Savings Plan — Form 5500 plan (Opus Holding, L.L.C.)

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, Opus Retirement Savings Plan is a benefit plan reported by Opus Holding, L.L.C. under EIN 26-4189071 and plan number 002. The latest loaded filing year is 2023. The filing reports 600 participants and $85,940,227 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Opus Holding, L.L.C.
EIN
26-4189071
Plan number
002
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
600
End-of-year plan assets
$85,940,227

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023600H, C20241015181507NAL0015235491002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,940,227
Net assets (EOY)
$85,940,227
Net assets (BOY)
$74,578,099

Income & contributions

Employer contributions
$1,687,551
Participant contributions
$4,021,408
Total contributions
$6,756,139
Total income / additions
$20,650,244

Expenses & distributions

Benefits paid
$9,232,887
Administrative expenses
$55,159
Total expenses
$9,288,116
Net increase / (decrease)
$11,362,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$55,159not reported in the loaded dataset2023

Related Form 5500 pages