Opportunity Council 403(B) Plan — Form 5500 plan (Opportunity Council)
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 Council 403(B) Plan is a benefit plan reported by Opportunity Council under EIN 91-0787820 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $17,158,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opportunity Council
- EIN
- 91-0787820
- Plan number
- 001
- Plan type
- 2
- Location
- Bellingham, WA
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $17,158,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20241011110259NAL0021722481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,158,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,158,939
- Net assets (BOY)
- $13,422,610
Income & contributions
- Employer contributions
- $769,832
- Participant contributions
- $1,731,608
- Total contributions
- $2,515,322
- Total income / additions
- $4,731,936
Expenses & distributions
- Benefits paid
- $937,492
- Administrative expenses
- $58,115
- Total expenses
- $995,607
- Net increase / (decrease)
- $3,736,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $57,635 | $7,764 | 2023 |