Oneworld 401(K) Plan — Form 5500 plan (Oneworld Community Health Centers, 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, Oneworld 401(K) Plan is a benefit plan reported by Oneworld Community Health Centers, Inc. under EIN 47-0548990 and plan number 001. The latest loaded filing year is 2023. The filing reports 700 participants and $24,867,997 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oneworld Community Health Centers, Inc.
- EIN
- 47-0548990
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 700
- End-of-year plan assets
- $24,867,997
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 700 | H, C | 20240917125955NAL0002937201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,867,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,867,997
- Net assets (BOY)
- $19,980,358
Income & contributions
- Employer contributions
- $1,188,919
- Participant contributions
- $1,902,537
- Total contributions
- $3,119,812
- Total income / additions
- $6,831,000
Expenses & distributions
- Benefits paid
- $1,789,412
- Administrative expenses
- $126,630
- Total expenses
- $1,943,361
- Net increase / (decrease)
- $4,887,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance | RECORD KEEPER | $77,357 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $49,893 | not reported in the loaded dataset | 2023 |
| Benefit Plans, Inc. | CONTRACT ADMIN | $1,850 | $15,083 | 2023 |
| Kelley Financial Services | CONTRACT ADMIN | $0 | $3,450 | 2023 |
| Kelley Financial Services | OTHER | $36 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oneworld Community Health Centers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Empower Annuity Insurance — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation
- Kelley Financial Services — Schedule C compensation