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, Optimae Lifeservices, Inc. Savings And Investment Plan is a benefit plan reported by Optimae Liefservices Inc under EIN 42-1287333 and plan number 001. The latest loaded filing year is 2023. The filing reports 749 participants and $4,902,498 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,902,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,902,498
- Net assets (BOY)
- $4,320,921
Income & contributions
- Participant contributions
- $355,343
- Total contributions
- $375,136
- Total income / additions
- $943,986
Expenses & distributions
- Benefits paid
- $325,675
- Administrative expenses
- $30,038
- Total expenses
- $362,409
- Net increase / (decrease)
- $581,577