Opportunity Living Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Opportunity Living
  • Sponsor EIN: 421293894
  • Sponsor Address: 1890 EAST MAIN, LAKE CITY, IA, 51449
  • Plan Type: Health & Welfare
  • Plan Number: 502
  • Total Participants: 88
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202488$1.7M$1.3M$199,398
202390$1.6M$1.4M$143,816
202287$1.3M$1.3M$189,176

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