2023 Form 5500 filing — Oia Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729170914NAL0019177569001) for Oia Retirement And Savings Plan, reported by Oregon International Air Freight Co. under EIN 93-0969642 and plan number 001. It reports 797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729170914NAL0019177569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon International Air Freight Co.
- EIN
- 93-0969642
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,270,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,270,799
- Employer contributions
- $1,161,197
- Participant contributions
- $3,537,599
- Total income / additions
- $12,923,076
- Benefits paid
- $6,948,185
- Administrative expenses
- $282,549
- Total expenses
- $7,247,680
- Net increase / (decrease)
- $5,675,396
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY CLIENT | $248,684 | $0 |
| Sageview Advisory Group | RETAINED BY CLIENT | $31,553 | not reported in the loaded dataset |