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Company:
OceanFirst Bank

Plan:
Retirement Plan for OceanFirst Bank
Print Complete 5500 Print Complete 5500
 
Form 5500 | Service Providers
Information on Persons Receiving Only Eligible Indirect Compensation
Person Or Organization Providing Disclosure
Diversified Investment Advisors

Information on Other Service Providers Receiving Direct or Indirect Compensation
Name Nature of Service Relationship to Plan Sponsor Direct Compensation Paid by Plan Indirect Compensation Paid by Plan Total Compensation
Financial Telesis, Inc Consulting (general) Broker $0 $11,606 $11,606
Diversified Investment Advisors Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Recordkeeper $3,075 $0 $3,075
Mid Atlantic Capital Corporation Securities brokerage Securities Broker $0 $0 $0
National Financial Services Securities brokerage Securities Broker $0 $0 $0
Total $3,075 $11,606 $14,681

Indirect Compensation Details
Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
Diversified Investment Advisors Abn Amro/Verdus Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Diversified Investment Advisors American Funds Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Diversified Investment Advisors Blackrock Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Diversified Investment Advisors Davis Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Diversified Investment Advisors GE Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Diversified Investment Advisors Pimco Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Diversified Investment Advisors Royce Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Diversified Investment Advisors State Street Claims processing, Recordkeeping and information management (computing, tabulating, data processing, etc.), Investment management, Participant loan processing, Participant communication, Direct payment from the plan, Sales loads (front end and deferred), Shareholder servicing fees, Finders' fees/placement fees, Float revenue, Distribution (12b-1) fees, Recordkeeping fees, Account maintenance fees Revenue Sharing See Attachment To Line 2(H) $0
Financial Telesis, Inc Total Diversified Investment Advisors Securities brokerage Commissions $11,606
Mid Atlantic Capital Corporation State Street Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0
National Financial Services Abn Amro/Verdus Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0
National Financial Services American Funds Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0
National Financial Services Blackrock Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0
National Financial Services Davis Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0
National Financial Services GE Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0
National Financial Services Pimco Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0
National Financial Services Royce Securities brokerage Revenue Sharing See Attachment To Line 2(H) $0

Service Providers Who Fail or Refuse to Provide Information
Name Nature of Service Description of Information
There are no service providers who failed or refused to provider information.

Termination Information on Accountants and Enrolled Actuaries
Name Position Explanation
There is no termination information for this plan.
*As outlined by the Form 5500 Instructions for service providers with indirect compensation.