Oregon Research Institute 403(B) Retirement Savings Plan — Form 5500 plan (Oregon Research Institute)
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 Research Institute 403(B) Retirement Savings Plan is a benefit plan reported by Oregon Research Institute under EIN 93-0495655 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $42,266,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon Research Institute
- EIN
- 93-0495655
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, OR
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $42,266,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241004210442NAL0007048355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,266,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,266,288
- Net assets (BOY)
- $39,650,191
Income & contributions
- Employer contributions
- $453,051
- Participant contributions
- $356,634
- Total contributions
- $809,685
- Total income / additions
- $6,922,276
Expenses & distributions
- Benefits paid
- $4,198,327
- Administrative expenses
- $82,744
- Total expenses
- $4,306,179
- Net increase / (decrease)
- $2,616,097
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. | N/A | $50,169 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $17,065 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services Inc | N/A | $14,275 | not reported in the loaded dataset | 2023 |