Oracle Elevator Company Retirement Savings Plan — Form 5500 plan (Oracle Elevator Holdco, 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, Oracle Elevator Company Retirement Savings Plan is a benefit plan reported by Oracle Elevator Holdco, Inc. under EIN 82-1431166 and plan number 001. The latest loaded filing year is 2023. The filing reports 788 participants and $25,495,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oracle Elevator Holdco, Inc.
- EIN
- 82-1431166
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 788
- End-of-year plan assets
- $25,495,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 788 | H, C | 20241018104603NAL0032807825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,495,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,495,510
- Net assets (BOY)
- $24,574,474
Income & contributions
- Employer contributions
- $1,068,030
- Participant contributions
- $2,289,501
- Total contributions
- $3,472,800
- Total income / additions
- $7,271,307
Expenses & distributions
- Benefits paid
- $6,193,028
- Administrative expenses
- $157,243
- Total expenses
- $6,350,271
- Net increase / (decrease)
- $921,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $157,243 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $82,470 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oracle Elevator Holdco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Principal Life Insurance Company — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation