2023 Form 5500 filing — Opeiu Benefits Fund
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 20241213110025NAL0008553011001) for Opeiu Benefits Fund, reported by Board Of Trustees Opeiu Benefits Fund under EIN 13-6110088 and plan number 501. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213110025NAL0008553011001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Opeiu Benefits Fund
- EIN
- 13-6110088
- Plan number
- 501
- Location
- New York, NY
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,069,834
- Total liabilities (EOY)
- $160,080
- Net assets (EOY)
- $6,909,754
- Employer contributions
- $237,991
- Total income / additions
- $584,498
- Benefits paid
- $207,157
- Administrative expenses
- $321,019
- Total expenses
- $528,176
- Net increase / (decrease)
- $56,322
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $47,406 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $38,000 | not reported in the loaded dataset |
| Innovative Software Solutions | NONE | $37,459 | not reported in the loaded dataset |
| Fusco Gallagher Porcaro & Monroe | NONE | $31,241 | not reported in the loaded dataset |
| Marshall & Moss Admin. Services | NONE | $23,920 | not reported in the loaded dataset |
| Jasmin Estevez | EMPLOYEE | $18,160 | not reported in the loaded dataset |
| Quan Vest Investment Advisors | NONE | $6,000 | not reported in the loaded dataset |