Optus Retirement Investment Plan — Form 5500 plan (Optus 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, Optus Retirement Investment Plan is a benefit plan reported by Optus Inc under EIN 71-0782833 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $6,336,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Optus Inc
- EIN
- 71-0782833
- Plan number
- 001
- Plan type
- 2
- Location
- Jonesboro, AR
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $6,336,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20240924090831NAL0004584147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,336,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,336,206
- Net assets (BOY)
- $5,242,672
Income & contributions
- Employer contributions
- $83,466
- Participant contributions
- $368,074
- Total contributions
- $451,540
- Total income / additions
- $1,520,111
Expenses & distributions
- Benefits paid
- $395,494
- Administrative expenses
- $31,083
- Total expenses
- $426,577
- Net increase / (decrease)
- $1,093,534
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $30,339 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $19,642 | 2023 |