2023 Form 5500 filing — Oq Chemicals Corporation Retirement 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 20241014153040NAL0015211891001) for Oq Chemicals Corporation Retirement Plan, reported by Oq Chemicals Corporation under EIN 03-0611308 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153040NAL0015211891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oq Chemicals Corporation
- EIN
- 03-0611308
- Plan number
- 001
- Location
- Bay City, TX
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,997,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,997,277
- Employer contributions
- $3,565,489
- Participant contributions
- $3,237,197
- Total income / additions
- $18,967,757
- Benefits paid
- $7,587,364
- Administrative expenses
- $155,271
- Total expenses
- $7,776,503
- Net increase / (decrease)
- $11,191,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $87,931 | $32,017 |
| Morningstar Investment | SERVICE PROVIDER | $19,844 | $32,017 |
| Usi Southwest Inc | SERVICE PROVIDER | $0 | $45,833 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $31,446 | not reported in the loaded dataset |
| Calvetti Ferguson, LLC | SERVICE PROVIDER | $16,050 | not reported in the loaded dataset |