Salas O'Brien Retirement Plan — Form 5500 plan (Salas O'Brien, 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, Salas O'Brien Retirement Plan is a benefit plan reported by Salas O'Brien, Inc. under EIN 95-2037468 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,111 participants and $408,554,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salas O'Brien, Inc.
- EIN
- 95-2037468
- Plan number
- 002
- Plan type
- 3
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 2,111
- End-of-year plan assets
- $408,554,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,111 | H, C | 20241015131635NAL0028542305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $408,554,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $408,554,012
- Net assets (BOY)
- $239,447,296
Income & contributions
- Employer contributions
- $8,122,299
- Participant contributions
- $16,179,977
- Total contributions
- $27,629,529
- Total income / additions
- $148,931,694
Expenses & distributions
- Benefits paid
- $15,948,603
- Administrative expenses
- $495,059
- Total expenses
- $16,443,662
- Net increase / (decrease)
- $132,488,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Ins Co | CONTRACT ADMINISTRATOR | $673,160 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc | INVESTMENT MANAGEMENT | $157,991 | not reported in the loaded dataset | 2023 |
| Salas O'Brien, Inc | OTHER SERVICES | $47,022 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corporation | CONTRACT ADMINISTRATOR | $38,207 | $0 | 2023 |
| Crowe Llp | ACCOUNTANT | $33,991 | not reported in the loaded dataset | 2023 |
| Buchanan Ingersoll & Rooney | LEGAL | $30,717 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Salas O'Brien, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Principal Life Ins Co — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Salas O'Brien, Inc — Schedule C compensation
- Actuarial Benefits Corporation — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Buchanan Ingersoll & Rooney — Schedule C compensation