2023 Form 5500 filing — Oxfam America 403(B) 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 20241001164507NAL0007484993001) for Oxfam America 403(B) Plan, reported by Oxfam America, Inc. under EIN 23-7069110 and plan number 002. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.6MReported net assets$19,623,893
Participants320
Provider compensation$67.6K3 Schedule C row(s)$67,649
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001164507NAL0007484993001
- Plan sponsor
- Oxfam America, Inc.
- EIN
- 23-7069110
- Plan number
- 002
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.6M total assets
Net assets$19.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $19,623,893
- Net assets (EOY)
- $19,623,893
- Participant contributions
- $1,730,831
- Total income / additions
- $4,791,020
- Benefits paid
- $1,945,434
- Administrative expenses
- $67,708
- Total expenses
- $2,014,215
- Net increase / (decrease)
- $2,776,805
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $48,649 | $0 |
| Lion Street Advisors, LLC | CONSULTANT | $19,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |