Oregon Mutual Insurance Company 401(K) Retirement Plan — Form 5500 plan (Oregon Mutual Insurance Company)
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, Oregon Mutual Insurance Company 401(K) Retirement Plan is a benefit plan reported by Oregon Mutual Insurance Company under EIN 93-0242980 and plan number 003. The latest loaded filing year is 2023. The filing reports 294 participants and $41,876,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Mutual Insurance Company
- EIN
- 93-0242980
- Plan number
- 003
- Plan type
- 2
- Location
- Mcminnville, OR
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $41,876,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240731131425NAL0036585408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,876,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,876,130
- Net assets (BOY)
- $39,857,958
Income & contributions
- Employer contributions
- $1,137,117
- Participant contributions
- $1,365,618
- Total contributions
- $2,837,519
- Total income / additions
- $9,070,344
Expenses & distributions
- Benefits paid
- $7,022,364
- Administrative expenses
- $29,808
- Total expenses
- $7,052,172
- Net increase / (decrease)
- $2,018,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $30,168 | $0 | 2023 |