2023 Form 5500 filing — Oup Usa Defined Contribution 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 20250115144238NAL0012787011001) for Oup Usa Defined Contribution Retirement Plan, reported by Oup Usa under EIN 98-6001062 and plan number 003. It reports 1,131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115144238NAL0012787011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oup Usa
- EIN
- 98-6001062
- Plan number
- 003
- Location
- Cary, NC
- Participants
- 1,131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,929,421
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $75,929,415
- Total income / additions
- $11,954,364
- Benefits paid
- $6,382,093
- Administrative expenses
- $75,787
- Total expenses
- $6,457,880
- Net increase / (decrease)
- $5,496,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $75,787 | $0 |