Oakwood Healthcare, Inc. Cash Balance Plan — Form 5500 plan (Oakwood Healthcare, 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, Oakwood Healthcare, Inc. Cash Balance Plan is a benefit plan reported by Oakwood Healthcare, Inc. under EIN 38-1405141 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,933 participants and $268,857,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakwood Healthcare, Inc.
- EIN
- 38-1405141
- Plan number
- 003
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 5,933
- End-of-year plan assets
- $268,857,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,933 | H, C | 20241014073328NAL0014602867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $268,857,454
- Total liabilities (EOY)
- $134,137
- Net assets (EOY)
- $268,723,317
- Net assets (BOY)
- $254,954,208
Income & contributions
- Employer contributions
- $5,000,000
- Total contributions
- $5,000,000
- Total income / additions
- $40,290,364
Expenses & distributions
- Benefits paid
- $23,586,488
- Administrative expenses
- $2,934,767
- Total expenses
- $26,521,255
- Net increase / (decrease)
- $13,769,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $580,948 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $34,003 | $0 | 2023 |
| Monticello Associates | NONE | $22,927 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $20,832 | $0 | 2023 |
| Gjc Cpa'S & Advisors | NONE | $18,450 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $11,419 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oakwood Healthcare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Southfield, MI
- Willis Towers Watson Us LLC — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Monticello Associates — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Gjc Cpa'S & Advisors — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation