Oregon Coast Aquarium Retirement Plan — Form 5500 plan (Oregon Coast Aquarium, 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, Oregon Coast Aquarium Retirement Plan is a benefit plan reported by Oregon Coast Aquarium, Inc. under EIN 93-0877807 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $3,603,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oregon Coast Aquarium, Inc.
EIN
93-0877807
Plan number
001
Plan type
4
Location
Newport, OR
Latest filing year
2023
Participants
113
End-of-year plan assets
$3,603,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023113H, C20240422183724NAL0011735345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,603,206
Total liabilities (EOY)
$0
Net assets (EOY)
$3,603,206
Net assets (BOY)
$2,865,539

Income & contributions

Employer contributions
$88,109
Participant contributions
$161,687
Total contributions
$249,796
Total income / additions
$783,760

Expenses & distributions

Benefits paid
$46,068
Administrative expenses
$25
Total expenses
$46,093
Net increase / (decrease)
$737,667

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Insurance And Annuitynot reported in the loaded dataset$25$02023

Related Form 5500 pages