Oracle Caribbean Savings And Investment Plan — Form 5500 plan (Oracle Caribbean, 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, Oracle Caribbean Savings And Investment Plan is a benefit plan reported by Oracle Caribbean, Inc. under EIN 66-0483103 and plan number 002. The latest loaded filing year is 2023. The filing reports 102 participants and $9,148,742 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oracle Caribbean, Inc.
EIN
66-0483103
Plan number
002
Plan type
2
Location
Guaynabo, PR
Latest filing year
2023
Participants
102
End-of-year plan assets
$9,148,742

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102H, C20241015154018NAL0048712640001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,148,742
Total liabilities (EOY)
$0
Net assets (EOY)
$9,148,742
Net assets (BOY)
$7,926,106

Income & contributions

Employer contributions
$133,581
Participant contributions
$358,018
Total contributions
$491,599
Total income / additions
$1,978,692

Expenses & distributions

Benefits paid
$754,166
Administrative expenses
$1,890
Total expenses
$756,056
Net increase / (decrease)
$1,222,636

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans Admin Services, Inc.NONE$1,890$02023

Related Form 5500 pages