Oakwood Healthcare, Inc. Union Cash Balance Plan — Form 5500 plan (Oakwood Healthcare, 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, Oakwood Healthcare, Inc. Union Cash Balance Plan is a benefit plan reported by Oakwood Healthcare, Inc. under EIN 38-1405141 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,235 participants and $42,092,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakwood Healthcare, Inc.
- EIN
- 38-1405141
- Plan number
- 004
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 2,235
- End-of-year plan assets
- $42,092,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,235 | H, C | 20241014072221NAL0026755089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,092,603
- Total liabilities (EOY)
- $36,076
- Net assets (EOY)
- $42,056,527
- Net assets (BOY)
- $41,374,004
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $6,510,959
Expenses & distributions
- Benefits paid
- $5,081,282
- Administrative expenses
- $747,154
- Total expenses
- $5,828,436
- Net increase / (decrease)
- $682,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $177,720 | not reported in the loaded dataset | 2023 |
| Gjc Cpa'S & Advisors | NONE | $18,450 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $9,916 | $0 | 2023 |
| Monticello Associates | NONE | $5,412 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $5,355 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oakwood Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Willis Towers Watson Us LLC — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Monticello Associates — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation