Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan — Form 5500 plan (Oswego County Opportunities, Inc.)
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, Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan is a benefit plan reported by Oswego County Opportunities, Inc. under EIN 16-0979876 and plan number 001. The latest loaded filing year is 2023. The filing reports 653 participants and $16,104,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oswego County Opportunities, Inc.
- EIN
- 16-0979876
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, NY
- Latest filing year
- 2023
- Participants
- 653
- End-of-year plan assets
- $16,104,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 653 | H, C | 20241015091643NAL0014296291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,104,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,104,217
- Net assets (BOY)
- $14,303,681
Income & contributions
- Employer contributions
- $411,807
- Participant contributions
- $585,070
- Total contributions
- $1,046,813
- Total income / additions
- $3,035,954
Expenses & distributions
- Benefits paid
- $1,192,822
- Administrative expenses
- $41,746
- Total expenses
- $1,235,418
- Net increase / (decrease)
- $1,800,536
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | NONE | $30,501 | $0 | 2023 |
| Valiant Retire Inc. | NONE | $9,447 | $0 | 2023 |
| Equitable Life Insurance Company | NONE | $1,798 | $0 | 2023 |
| Kestra Advisory Services LLC | NONE | $0 | $0 | 2023 |
| Commonwealth Equity Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oswego County Opportunities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Fulton, NY
- Voya Retirement Insurance And Annui — Schedule C compensation
- Valiant Retire Inc. — Schedule C compensation
- Equitable Life Insurance Company — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation