Opportunity Living Benefit Trust — Form 5500 plan (Opportunity Living)
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, Opportunity Living Benefit Trust is a benefit plan reported by Opportunity Living under EIN 42-1293894 and plan number 502. The latest loaded filing year is 2023. The filing reports 87 participants and $1,559,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opportunity Living
- EIN
- 42-1293894
- Plan number
- 502
- Plan type
- 2
- Location
- Lake City, IA
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $1,559,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20241015075747NAL0015962083005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,559,697
- Total liabilities (EOY)
- $83,878
- Net assets (EOY)
- $1,475,819
- Net assets (BOY)
- $985,737
Income & contributions
- Employer contributions
- $1,419,653
- Participant contributions
- $143,816
- Total income / additions
- $1,901,941
Expenses & distributions
- Benefits paid
- $1,323,674
- Administrative expenses
- $88,185
- Total expenses
- $1,411,859
- Net increase / (decrease)
- $490,082
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.