The West Oakland Health Council Retirement Savings Plan — Form 5500 plan (The West Oakland Health Council)
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, The West Oakland Health Council Retirement Savings Plan is a benefit plan reported by The West Oakland Health Council under EIN 94-1667294 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $6,264,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The West Oakland Health Council
- EIN
- 94-1667294
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $6,264,506
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241015121503NAL0014597459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,264,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,264,506
- Net assets (BOY)
- $6,334,018
Income & contributions
- Employer contributions
- $92,694
- Total contributions
- $92,694
- Total income / additions
- $955,271
Expenses & distributions
- Benefits paid
- $983,715
- Administrative expenses
- $41,068
- Total expenses
- $1,024,783
- Net increase / (decrease)
- -$69,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Life Insurance Co. | RECORDKEEPER | $41,068 | $0 | 2023 |