2023 Form 5500 filing — Opcmia Local 526 Annuity 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 20241015090737NAL0016031075001) for Opcmia Local 526 Annuity Plan, reported by Board Of Trustees Opcmia Local 526 Annuity Plan under EIN 25-6130880 and plan number 001. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090737NAL0016031075001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Opcmia Local 526 Annuity Plan
- EIN
- 25-6130880
- Plan number
- 001
- Location
- Munhall, PA
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,923,557
- Total liabilities (EOY)
- $100,108
- Net assets (EOY)
- $10,823,449
- Employer contributions
- $1,713,575
- Total income / additions
- $3,216,908
- Benefits paid
- $667,935
- Administrative expenses
- $188,515
- Total expenses
- $856,450
- Net increase / (decrease)
- $2,360,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $45,022 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $11,650 | not reported in the loaded dataset |
| Stephen J. O'Brien & Associates, Ll | NONE | $7,678 | not reported in the loaded dataset |