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, O'Neill Healthcare 401(K) Plan is a benefit plan reported by O'Neill Management, LLC under EIN 34-1882697 and plan number 001. The latest loaded filing year is 2023. The filing reports 949 participants and $16,934,071 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,934,071
- Total liabilities (EOY)
- $35,251
- Net assets (EOY)
- $16,898,820
- Net assets (BOY)
- $14,011,021
Income & contributions
- Employer contributions
- $237,709
- Participant contributions
- $1,056,621
- Total contributions
- $1,340,266
- Total income / additions
- $3,665,340
Expenses & distributions
- Benefits paid
- $754,754
- Administrative expenses
- $22,787
- Total expenses
- $777,541
- Net increase / (decrease)
- $2,887,799