Oia Retirement And Savings Plan — Form 5500 plan (Oregon International Air Freight Co.)
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, Oia Retirement And Savings Plan is a benefit plan reported by Oregon International Air Freight Co. under EIN 93-0969642 and plan number 001. The latest loaded filing year is 2023. The filing reports 797 participants and $43,270,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oregon International Air Freight Co.
- EIN
- 93-0969642
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 797
- End-of-year plan assets
- $43,270,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 797 | H, C | 20240729170914NAL0019177569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,270,799
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,270,799
- Net assets (BOY)
- $37,595,403
Income & contributions
- Employer contributions
- $1,161,197
- Participant contributions
- $3,537,599
- Total contributions
- $6,363,123
- Total income / additions
- $12,923,076
Expenses & distributions
- Benefits paid
- $6,948,185
- Administrative expenses
- $282,549
- Total expenses
- $7,247,680
- Net increase / (decrease)
- $5,675,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY CLIENT | $248,684 | $0 | 2023 |
| Sageview Advisory Group | RETAINED BY CLIENT | $31,553 | not reported in the loaded dataset | 2023 |