2023 Form 5500 filing — Osf International 401(K) 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 20241010143754NAL0020348785001) for Osf International 401(K) Plan, reported by Osf International, Inc. under EIN 91-0889806 and plan number 002. It reports 895 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143754NAL0020348785001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Osf International, Inc.
- EIN
- 91-0889806
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 895
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,295,569
- Total liabilities (EOY)
- $85,172
- Net assets (EOY)
- $20,210,397
- Employer contributions
- $245,965
- Participant contributions
- $743,769
- Total income / additions
- $4,132,717
- Benefits paid
- $855,417
- Administrative expenses
- $106,010
- Total expenses
- $1,044,078
- Net increase / (decrease)
- $3,088,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $36,050 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $9,772 | $9,018 |
| Morningstar Investment Management L | SERVICE PROVIDER | $11,465 | not reported in the loaded dataset |
| Voya Retirement Management LLC | SERVICE PROVIDER | $0 | $0 |