2023 Form 5500 filing — Opportunity International Employees' 403(B) Program

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 20250131143156NAL0001385475001) for Opportunity International Employees' 403(B) Program, reported by Opportunity International, Inc under EIN 54-0907624 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.5MReported net assets$17,474,877
Participants132
Provider compensation$75.4K2 Schedule C row(s)$75,378
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250131143156NAL0001385475001
Plan sponsor
Opportunity International, Inc
EIN
54-0907624
Plan number
002
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.5M total assets
Net assets$17.5MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$511.4K
Participant$715.3K
Full reported line items
Total assets (EOY)
$17,474,877
Total liabilities (EOY)
$0
Net assets (EOY)
$17,474,877
Employer contributions
$511,442
Participant contributions
$715,279
Total income / additions
$4,143,246
Benefits paid
$1,134,009
Administrative expenses
$52,624
Total expenses
$1,186,633
Net increase / (decrease)
$2,956,613
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $52.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $22.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250131143156NAL0001385475001 cover?
It is the 2023 Form 5500 filing for Opportunity International Employees' 403(B) Program, reported by Opportunity International, Inc (EIN 54-0907624).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages