Oakland Integrated Healthcare Network 401k Plan & Trust — Form 5500 plan (Oakland Integrated Healthcare Ne)
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, Oakland Integrated Healthcare Network 401k Plan & Trust is a benefit plan reported by Oakland Integrated Healthcare Ne under EIN 38-3844634 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $5,811,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakland Integrated Healthcare Ne
- EIN
- 38-3844634
- Plan number
- 001
- Plan type
- 2
- Location
- Pontiac, MI
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $5,811,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241011125301NAL0021889025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,811,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,811,804
- Net assets (BOY)
- $3,995,595
Income & contributions
- Employer contributions
- $458,925
- Participant contributions
- $798,287
- Total contributions
- $1,501,745
- Total income / additions
- $2,195,347
Expenses & distributions
- Benefits paid
- $373,325
- Administrative expenses
- $4,138
- Total expenses
- $379,138
- Net increase / (decrease)
- $1,816,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $4,138 | $0 | 2023 |
| Northwestern Mutual | ADVISOR | $0 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |