Opeiu National Retirement Savings Plan — Form 5500 plan (Board Of Trustees Of The Opeiu National Retirement Savings Plan)
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, Opeiu National Retirement Savings Plan is a benefit plan reported by Board Of Trustees Of The Opeiu National Retirement Savings Plan under EIN 82-4669377 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,776 participants and $99,745,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Opeiu National Retirement Savings Plan
- EIN
- 82-4669377
- Plan number
- 001
- Plan type
- 1
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 1,776
- End-of-year plan assets
- $99,745,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,776 | H, C | 20241014130048NAL0027336369005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,745,189
- Total liabilities (EOY)
- $243,611
- Net assets (EOY)
- $99,501,578
- Net assets (BOY)
- $86,191,299
Income & contributions
- Employer contributions
- $3,348,679
- Participant contributions
- $3,597,860
- Total contributions
- $7,071,054
- Total income / additions
- $22,160,207
Expenses & distributions
- Benefits paid
- $8,116,559
- Administrative expenses
- $733,369
- Total expenses
- $8,849,928
- Net increase / (decrease)
- $13,310,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $102,040 | $0 | 2023 |
| Marshall And Moss | NONE | $95,883 | not reported in the loaded dataset | 2023 |
| Pitta Llp | NONE | $90,537 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $74,844 | not reported in the loaded dataset | 2023 |
| Accountable Advisory Services LLC | NONE | $64,800 | not reported in the loaded dataset | 2023 |
| J.A. Mariano Agency | NONE | $16,900 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Tpa Corporation | NONE | $10,250 | not reported in the loaded dataset | 2023 |
| Fiduciary Advisor Advocates LLC | NONE | $7,711 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Opeiu National Retirement Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Prudential Retirement Insurance And — Schedule C compensation
- Marshall And Moss — Schedule C compensation
- Pitta Llp — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Accountable Advisory Services LLC — Schedule C compensation
- J.A. Mariano Agency — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Tpa Corporation — Schedule C compensation
- Fiduciary Advisor Advocates LLC — Schedule C compensation