Plan5500

Oup Usa Defined Contribution Retirement Plan — Form 5500 plan (Oup Usa)

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, Oup Usa Defined Contribution Retirement Plan is a benefit plan reported by Oup Usa under EIN 98-6001062 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,131 participants and $75,929,421 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oup Usa
EIN
98-6001062
Plan number
003
Plan type
2
Location
Cary, NC
Latest filing year
2023
Participants
1,131
End-of-year plan assets
$75,929,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,131H, C20250115144238NAL0012787011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,929,421
Total liabilities (EOY)
$6
Net assets (EOY)
$75,929,415
Net assets (BOY)
$70,432,931

Income & contributions

Total contributions
$0
Total income / additions
$11,954,364

Expenses & distributions

Benefits paid
$6,382,093
Administrative expenses
$75,787
Total expenses
$6,457,880
Net increase / (decrease)
$5,496,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$75,787$02023

Related Form 5500 pages