2023 Form 5500 filing — Ole Health 403(B) 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 20250416102725NAL0004911937001) for Ole Health 403(B) Plan, reported by Ole Health under EIN 23-7221695 and plan number 001. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250416102725NAL0004911937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ole Health
- EIN
- 23-7221695
- Plan number
- 001
- Location
- Napa, CA
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,552,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,552,490
- Employer contributions
- $1,591,688
- Participant contributions
- $3,506,697
- Total income / additions
- $12,625,612
- Benefits paid
- $3,737,463
- Administrative expenses
- $193,272
- Total expenses
- $3,964,952
- Net increase / (decrease)
- $8,660,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $193,271 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $0 | $59,229 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $0 | $13,691 |