Omni Family Health 403(B) Plan — Form 5500 plan (Omni Family Health)

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, Omni Family Health 403(B) Plan is a benefit plan reported by Omni Family Health under EIN 95-3218000 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,099 participants and $33,917,125 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omni Family Health
EIN
95-3218000
Plan number
002
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
1,099
End-of-year plan assets
$33,917,125

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,099H, C20240913111610NAL0019597426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,917,125
Net assets (EOY)
$33,917,125
Net assets (BOY)
$26,484,403

Income & contributions

Employer contributions
$2,289,716
Participant contributions
$1,929,245
Total contributions
$4,736,742
Total income / additions
$9,075,687

Expenses & distributions

Benefits paid
$1,283,230
Administrative expenses
$351,778
Total expenses
$1,642,965
Net increase / (decrease)
$7,432,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUST CUSTODIAN$189,410not reported in the loaded dataset2023
Raymond James Fin Serv AdvisorBROKER$150,423not reported in the loaded dataset2023
Nexus Administrators, Inc.CONTRACT ADMINISTRATOR$11,952$02023

Related Form 5500 pages