Oakland Management Tax-Deferred Savings Plan — Form 5500 plan (Oakland Management Corp)
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, Oakland Management Tax-Deferred Savings Plan is a benefit plan reported by Oakland Management Corp under EIN 38-3196699 and plan number 001. The latest loaded filing year is 2023. The filing reports 941 participants and $15,992,431 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16MPlan net assets, end of year$15,992,431
Participants941Covered participants reported
Assets / participant$17KComputed: assets ÷ participants$16,995 (computed)
Provider compensation$52.8K3 Schedule C provider row(s)$52,802
- Plan sponsor
- Oakland Management Corp
- EIN
- 38-3196699
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 941 | H, C | 20240726140932NAL0009042835001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,992,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,992,431
- Net assets (BOY)
- $12,122,794
Income & contributions
- Employer contributions
- $584,177
- Participant contributions
- $1,860,848
- Total contributions
- $3,121,530
- Total income / additions
- $5,141,205
Expenses & distributions
- Benefits paid
- $1,204,884
- Administrative expenses
- $52,839
- Total expenses
- $1,271,568
- Net increase / (decrease)
- $3,869,637
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Of Omaha | INVESTMENT COMPANY | $24,502 | $0 | 2023 |
| Gallagher Fiduciary Advisors | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Freedman & Goldberg Cpas | NONE | $8,300 | not reported in the loaded dataset | 2023 |