Oaks Integrated Care, Inc. 403(B) Plan — Form 5500 plan (Oaks Integrated Care, 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, Oaks Integrated Care, Inc. 403(B) Plan is a benefit plan reported by Oaks Integrated Care, Inc. under EIN 23-7048397 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $37,330,679 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$37.3MPlan net assets, end of year$37,330,679
Participants368Covered participants reported
Assets / participant$101.4KComputed: assets ÷ participants$101,442 (computed)
Provider compensation$41.4K3 Schedule C provider row(s)$41,418
- Plan sponsor
- Oaks Integrated Care, Inc.
- EIN
- 23-7048397
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Holly, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20241014164601NAL0026748177001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$37.3M total assets
Net assets$37.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $37,330,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,330,679
- Net assets (BOY)
- $35,712,393
Income & contributions
- Employer contributions
- $1,404,358
- Participant contributions
- $474,231
- Total contributions
- $1,878,589
- Total income / additions
- $5,736,466
Expenses & distributions
- Benefits paid
- $4,048,060
- Administrative expenses
- $41,418
- Total expenses
- $4,118,180
- Net increase / (decrease)
- $1,618,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $18,675 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISORY | $12,996 | not reported in the loaded dataset | 2023 |
| Innovative Investment Fiduciaries | INVESTMENT ADVISORY | $9,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oaks Integrated Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Mount Holly, NJ
- Lincoln National Corporation — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Innovative Investment Fiduciaries — Schedule C compensation