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, Oaklawn Tax Sheltered Annuity Plan is a benefit plan reported by Ella E. M. Brown Charitable Circle D/B/A Oaklawn Hospital under EIN 38-1368347 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,386 participants and $76,912,238 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,912,238
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,912,238
- Net assets (BOY)
- $66,873,047
Income & contributions
- Employer contributions
- $750,565
- Participant contributions
- $4,430,707
- Total contributions
- $6,325,786
- Total income / additions
- $16,070,279
Expenses & distributions
- Benefits paid
- $5,943,032
- Administrative expenses
- $80,121
- Total expenses
- $6,031,088
- Net increase / (decrease)
- $10,039,191