How big is Opera America, Inc.'s plan?

Opera America, Inc.'s plan reported $1.7M in assets and 35 participants for 2023.

Original filing (PDF)20250325152533NAL0014511441001

Opera America, Inc.

Name: Opera America, Inc. — Opera America Tax Sheltered, Form 5500 (2023)
Creator: Opera America, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Opera America Tax Sheltered Annuity

403(b) retirement plan · Opera America, Inc.'s Opera America Tax Sheltered Annuity held $1.7M in plan assets for 35 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Susan Schultz signed Opera America, Inc.'s 2023 Form 5500 as plan administrator.

Susan Schultz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Opera America, Inc.'s EIN is 20-3520577.

EIN 20-3520577

Plan number 001

Plan year 2023

ACK ID 20250325152533NAL0014511441001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Opera America, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Opera America, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OPERA AMERICA, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off