Owen Industries, Inc. Employee Health Care Plan — Form 5500 plan (Owen Industries, 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, Owen Industries, Inc. Employee Health Care Plan is a benefit plan reported by Owen Industries, Inc. under EIN 47-0618875 and plan number 501. The latest loaded filing year is 2023. The filing reports 438 participants and $1,224,414 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$765.2KPlan net assets, end of year$765,190
Participants438Covered participants reported
Assets / participant$2.8KComputed: assets ÷ participants$2,795 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Owen Industries, Inc.
EIN
47-0618875
Plan number
501
Plan type
2
Location
Omaha, NE
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    438 participants · 2Sch HSch C
    View filing →
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)$1.2M total assets
Net assets$765.2KLiabilities$459.2K
Money in vs. money out
Total income / additions$3.5M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$2.2M
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$1,224,414
Total liabilities (EOY)
$459,224
Net assets (EOY)
$765,190
Net assets (BOY)
$813,824

Income & contributions

Employer contributions
$2,167,908
Participant contributions
$1,283,565
Total contributions
$3,451,473
Total income / additions
$3,549,081

Expenses & distributions

Benefits paid
$3,536,696
Administrative expenses
$61,019
Total expenses
$3,597,715
Net increase / (decrease)
-$48,634
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.

Contribution share (employer vs. participant)
Employer 63%Participant 37%
Total expenses ÷ net assets470%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CLAIMS PROCESSOR · Direct $0 · Indirect $0

Related Form 5500 pages