Oregon Catholic Press 403(B) Plan — Form 5500 plan (Oregon Catholic Press)
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 Catholic Press 403(B) Plan is a benefit plan reported by Oregon Catholic Press under EIN 93-0391556 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $25,607,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Catholic Press
- EIN
- 93-0391556
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $25,607,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240910191448NAL0003730691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,607,782
- Total liabilities (EOY)
- $29
- Net assets (EOY)
- $25,607,753
- Net assets (BOY)
- $23,234,641
Income & contributions
- Employer contributions
- $633,354
- Participant contributions
- $850,811
- Total contributions
- $1,484,165
- Total income / additions
- $5,478,531
Expenses & distributions
- Benefits paid
- $3,050,880
- Administrative expenses
- $54,539
- Total expenses
- $3,105,419
- Net increase / (decrease)
- $2,373,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Deschutes Investment Consulting | INVESTMENT ADVISOR | $45,452 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $7,239 | $0 | 2023 |