Ole Health 403(B) Plan — Form 5500 plan (Ole Health)
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, Ole Health 403(B) Plan is a benefit plan reported by Ole Health under EIN 23-7221695 and plan number 001. The latest loaded filing year is 2023. The filing reports 921 participants and $48,552,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ole Health
- EIN
- 23-7221695
- Plan number
- 001
- Plan type
- 2
- Location
- Napa, CA
- Latest filing year
- 2023
- Participants
- 921
- End-of-year plan assets
- $48,552,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 921 | H, C | 20250416102725NAL0004911937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,552,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,552,490
- Net assets (BOY)
- $19,211,095
Income & contributions
- Employer contributions
- $1,591,688
- Participant contributions
- $3,506,697
- Total contributions
- $5,297,498
- Total income / additions
- $12,625,612
Expenses & distributions
- Benefits paid
- $3,737,463
- Administrative expenses
- $193,272
- Total expenses
- $3,964,952
- Net increase / (decrease)
- $8,660,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $193,271 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $0 | $59,229 | 2023 |
| Pensionmark Financial Group, LLC | INVESTMENT ADVISORY | $0 | $13,691 | 2023 |