Osf International 401(K) Plan — Form 5500 plan (Osf International, 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, Osf International 401(K) Plan is a benefit plan reported by Osf International, Inc. under EIN 91-0889806 and plan number 002. The latest loaded filing year is 2023. The filing reports 895 participants and $20,295,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osf International, Inc.
- EIN
- 91-0889806
- Plan number
- 002
- Plan type
- 3
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 895
- End-of-year plan assets
- $20,295,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 895 | H, C | 20241010143754NAL0020348785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,295,569
- Total liabilities (EOY)
- $85,172
- Net assets (EOY)
- $20,210,397
- Net assets (BOY)
- $17,121,758
Income & contributions
- Employer contributions
- $245,965
- Participant contributions
- $743,769
- Total contributions
- $989,734
- Total income / additions
- $4,132,717
Expenses & distributions
- Benefits paid
- $855,417
- Administrative expenses
- $106,010
- Total expenses
- $1,044,078
- Net increase / (decrease)
- $3,088,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $36,050 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | TPA | $9,772 | $9,018 | 2023 |
| Morningstar Investment Management L | SERVICE PROVIDER | $11,465 | not reported in the loaded dataset | 2023 |
| Voya Retirement Management LLC | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Osf International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Voya Retirement Management LLC — Schedule C compensation