Orba Employees' Retirement Savings Plan — Form 5500 plan (Ostrow Reisin Berk & Abrams, Ltd.)

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, Orba Employees' Retirement Savings Plan is a benefit plan reported by Ostrow Reisin Berk & Abrams, Ltd. under EIN 36-2938874 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $78,311,456 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ostrow Reisin Berk & Abrams, Ltd.
EIN
36-2938874
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
233
End-of-year plan assets
$78,311,456

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20250226071429NAL0000749425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$78,311,456
Total liabilities (EOY)
$0
Net assets (EOY)
$78,311,456
Net assets (BOY)
$64,996,775

Income & contributions

Employer contributions
$925,701
Participant contributions
$2,055,548
Total contributions
$3,419,744
Total income / additions
$20,796,670

Expenses & distributions

Benefits paid
$7,474,881
Administrative expenses
$7,108
Total expenses
$7,481,989
Net increase / (decrease)
$13,314,681

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,408not reported in the loaded dataset2023
Fidelity Investments Inst Oper Co.RECORDKEEPER$1,700$02023

Related Form 5500 pages