Oxbow Affiliated Companies Retirement Plan — Form 5500 plan (Oxbow Carbon LLC)
Plain-English plan 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, Oxbow Affiliated Companies Retirement Plan is a benefit plan reported by Oxbow Carbon LLC under EIN 04-2800610 and plan number 002. The latest loaded filing year is 2023. The filing reports 582 participants and $151,752,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oxbow Carbon LLC
- EIN
- 04-2800610
- Plan number
- 002
- Plan type
- 1
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 582
- End-of-year plan assets
- $151,752,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 582 | H, C | 20241010130358NAL0034085760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,752,089
- Total liabilities (EOY)
- $1,664
- Net assets (EOY)
- $151,750,425
- Net assets (BOY)
- $126,070,807
Income & contributions
- Employer contributions
- $3,167,234
- Participant contributions
- $4,177,712
- Total contributions
- $7,472,582
- Total income / additions
- $31,098,624
Expenses & distributions
- Benefits paid
- $5,369,514
- Administrative expenses
- $47,828
- Total expenses
- $5,419,006
- Net increase / (decrease)
- $25,679,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $47,828 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |