2023 Form 5500 filing — Osu Foundation Money Purchase 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 20241010182501NAL0020689153001) for Osu Foundation Money Purchase Plan, reported by Oregon State University Foundation under EIN 93-6022772 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010182501NAL0020689153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oregon State University Foundation
- EIN
- 93-6022772
- Plan number
- 001
- Location
- Corvallis, OR
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,379,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,379,224
- Employer contributions
- $2,849,093
- Total income / additions
- $10,326,370
- Benefits paid
- $1,296,198
- Administrative expenses
- $460
- Total expenses
- $1,296,658
- Net increase / (decrease)
- $9,029,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $0 | $9,587 |
| Stancorp Financial Group | NONE | $460 | $1,806 |