Oasis Retirement Savings Plan — Form 5500 plan (Oasis Outsourcing Holdings, Inc. And Its Affiliates)
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, Oasis Retirement Savings Plan is a benefit plan reported by Oasis Outsourcing Holdings, Inc. And Its Affiliates under EIN 65-0731524 and plan number 333. The latest loaded filing year is 2023. The filing reports 109,052 participants and $1,959,583,915 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oasis Outsourcing Holdings, Inc. And Its Affiliates
- EIN
- 65-0731524
- Plan number
- 333
- Plan type
- 3
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 109,052
- End-of-year plan assets
- $1,959,583,915
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109,052 | H, C | 20250624153736NAL0007014641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,959,583,915
- Total liabilities (EOY)
- $2,952,339
- Net assets (EOY)
- $1,956,631,576
- Net assets (BOY)
- $1,679,367,774
Income & contributions
- Employer contributions
- $72,260,591
- Participant contributions
- $189,558,955
- Total contributions
- $280,094,358
- Total income / additions
- $572,486,881
Expenses & distributions
- Benefits paid
- $187,738,131
- Administrative expenses
- $7,591,669
- Total expenses
- $197,565,584
- Net increase / (decrease)
- $374,921,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $6,349,578 | not reported in the loaded dataset | 2023 |
| Oasis Outsourcing Holdings, Inc | PLAN ADMINISTRATOR | $621,460 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | INVESTMENT MGMT | $369,831 | not reported in the loaded dataset | 2023 |
| Regions | SERVICE PROVIER | $135,000 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments, LLC | INV ADVISORY | $65,000 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $48,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oasis Outsourcing Holdings, Inc. And Its Affiliates
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Slavic Integrated Administration — Schedule C compensation
- Oasis Outsourcing Holdings, Inc — Schedule C compensation
- Slavic Mutual Fund Management Corp — Schedule C compensation
- Regions — Schedule C compensation
- Bks Financial Investments, LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation