Overland West, Inc. Employee Benefit Plan — Form 5500 plan (Overland West, 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, Overland West, Inc. Employee Benefit Plan is a benefit plan reported by Overland West, Inc. under EIN 87-0440922 and plan number 502. The latest loaded filing year is 2023. The filing reports 205 participants and $592,602 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.7KPlan net assets, end of year$35,699
Participants205Covered participants reported
Assets / participant$2.9KComputed: assets ÷ participants$2,891 (computed)
Provider compensation$66.8K1 Schedule C provider row(s)$66,763
Plan sponsor
Overland West, Inc.
EIN
87-0440922
Plan number
502
Plan type
2
Location
Ogden, UT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250317141853NAL0000957139003
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)$592.6K total assets
Net assets$35.7KLiabilities$556.9K
Money in vs. money out
Total income / additions$3.8M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$2.7M
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$592,602
Total liabilities (EOY)
$556,903
Net assets (EOY)
$35,699
Net assets (BOY)
$310,991

Income & contributions

Employer contributions
$2,747,595
Participant contributions
$1,010,812
Total contributions
$3,758,407
Total income / additions
$3,758,407

Expenses & distributions

Benefits paid
$3,875,267
Administrative expenses
$158,432
Total expenses
$4,033,699
Net increase / (decrease)
-$275,292
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 73%Participant 27%
Total expenses ÷ net assets11299%Computed ratio
Benefits paid ÷ total income103%Computed ratio
Provider comp. ÷ net assets187%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cigna Health And Life InsuranceTHIRD PARTY$66,763not reported in the loaded dataset2023

Related Form 5500 pages