Plan5500

Orohealth Corporation Retirement Plan — Form 5500 plan (Orohealth Corporation)

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, Orohealth Corporation Retirement Plan is a benefit plan reported by Orohealth Corporation under EIN 94-2994776 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,931 participants and $25,537,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orohealth Corporation
EIN
94-2994776
Plan number
002
Plan type
2
Location
Oroville, CA
Latest filing year
2023
Participants
1,931
End-of-year plan assets
$25,537,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,931H, C20241015165449NAL0016918499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,537,912
Total liabilities (EOY)
$0
Net assets (EOY)
$25,537,912
Net assets (BOY)
$24,433,397

Income & contributions

Total contributions
$0
Total income / additions
$3,599,035

Expenses & distributions

Benefits paid
$2,206,210
Administrative expenses
$288,310
Total expenses
$2,494,520
Net increase / (decrease)
$1,104,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyFINANCIAL ADVISOR$175,494not reported in the loaded dataset2023
Egps, IncTPA$77,920not reported in the loaded dataset2023
Armanino LlpAUDITOR$22,943not reported in the loaded dataset2023
Futureplan, An Ascensus CompanyTPA$13,072not reported in the loaded dataset2023

Related Form 5500 pages