Obi Health Choice Benefits Plan & Trust — Form 5500 plan (Oregon Business & Industry Association)
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, Obi Health Choice Benefits Plan & Trust is a benefit plan reported by Oregon Business & Industry Association under EIN 91-1819176 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,426 participants and $293,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Business & Industry Association
- EIN
- 91-1819176
- Plan number
- 501
- Plan type
- 3
- Location
- Salem, OR
- Latest filing year
- 2023
- Participants
- 1,426
- End-of-year plan assets
- $293,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,426 | H, C | 20241009180410NAL0019745137002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $293,584
- Net assets (EOY)
- $293,584
- Net assets (BOY)
- $310,054
Income & contributions
- Total income / additions
- $285,212
Expenses & distributions
- Administrative expenses
- $301,682
- Total expenses
- $301,682
- Net increase / (decrease)
- -$16,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quinn Thomas Public Affairs LLC | NONE | $109,086 | not reported in the loaded dataset | 2023 |
| Cascade Centers / Canopy Wellbeing | NONE | $31,690 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine Llp | NONE | $14,556 | not reported in the loaded dataset | 2023 |
| The Partners Group | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Anastasi, Moore & Martin Pllc | NONE | $5,475 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oregon Business & Industry Association
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Salem, OR
- Quinn Thomas Public Affairs LLC — Schedule C compensation
- Cascade Centers / Canopy Wellbeing — Schedule C compensation
- Davis Wright Tremaine Llp — Schedule C compensation
- The Partners Group — Schedule C compensation
- Anastasi, Moore & Martin Pllc — Schedule C compensation