Oak Street Health, Mso 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2018. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Oak Street Health, Mso 401(k) Plan Facts (plan year 2018)

Plan name
OAK STREET HEALTH 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OAK STREET HEALTH
Participants
1,324 (1,420 active employees)
Former employees with a balance
385
Plan assets
$14,859,068 at Dec 31, 2018
Average account balance
$10,814 across 1,374 accounts
Employer contributions
$2,504,419 in plan year 2018 (37% of all contributions)
Plan year
Jan 1, 2018 – Dec 31, 2018
Plan established
Jan 1, 2013
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Dec 31, 2018), filed Jan 7, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $6.84 million went into the plan in contributions, $2.50 million of it from the employer (37%).
  • $1.34 million was paid out to participants.
  • Administrative expenses were $35,633, about $26 per account.

How the Oak Street Health, Mso 401(k) changed, 2015–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2015189$1.40 million$366,073$39,263
2016578$4.07 million$762,649$323,721
2017729$10.6 million$1.48 million$556,991
20181,324$14.9 million$2.50 million$1.34 million

Oak Street Health, Mso 401(k) Contact Information

Phone
844-808-8262
Mailing address
30 W. MONROE ST. SUITE 1200, CHICAGO IL 60603
Plan sponsor
OAK STREET HEALTH
Employer identification number (EIN)
46-2605165
Plan number
001

Questions about the Oak Street Health, Mso 401(k)

Is the Oak Street Health, Mso 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2018, and no later filing was found under this employer's EIN.

Does Oak Street Health, Mso contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $2.50 million, 37% of all contributions.

Does the Oak Street Health, Mso 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Oak Street Health, Mso 401(k) plan?

1,324 participants at the start of plan year 2018, 1,420 of them active employees, and 385 former employees who still had money in the plan.

What is the average 401(k) balance at Oak Street Health, Mso?

About $10,814 per account: $14.9 million in plan assets across 1,374 accounts with a balance at the end of plan year 2018.

Who manages the Oak Street Health, Mso 401(k) accounts?

Voya Financial is the plan's recordkeeper, which is where participants log in to see their balance.

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