Orangeburg, SC Form 5500 retirement and benefit plan filings

City Form 5500 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, Orangeburg, SC has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $269,965,337 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$269,965,337
Total reported liabilities (EOY)
$14,553
Total reported net assets (EOY)
$269,950,784

Contributions & income

Employer contributions
$7,429,598
Participant contributions
$17,797,302
Total income / additions
$66,941,146

Expenses & distributions

Benefits paid / distributions
$19,597,817
Total expenses
$19,995,107
Net increase / (decrease)
$46,946,039

Coverage

Total reported participants
5,991
Plans with financial statements
10
Plans with provider compensation
8

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Orangeburg, SC plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Orangeburg, SC
PlanSponsorReported assets (EOY)Year
Zeus 401(K) PlanZeus Company Inc.$187,423,3842023
Claflin University Dc Retirement PlanClaflin University$28,871,8252023
Gulbrandsen Companies Retirement Savings PlanGulbrandsen Chemicals, Inc.$19,072,1502023
C F Evans Companies 401(K) Retirement PlanCfe Management, LLC$17,314,5292023
Family Health Centers, Inc. 403b PlanFamily Health Centers, Inc.$9,101,0342023
Claflin University 403(B) Tda PlanClaflin University$6,681,3422023
Ocab, Inc. Community Action Agency Tsa PlanOcab, Inc. Community Action Agency$1,195,3102023
Grace & Mercy Operations, Inc. Retirement PlanGrace & Mercy Operations, Inc.$305,7632023
Dr. Alberto Juan Gonzalez Defined Benefit PlanDr. Alberto Juan Gonzalez$02023
Zeus Company, LLC And Affiliates Employee Benefits PlanZeus Company, LLCnot reported in the loaded dataset2023
Employee Health Plan Of S & F Investments, IncS & F Investmentsnot reported in the loaded dataset2023
The Oaks Of Orangeburg, LLC Employee Benefit PlanThe Oaks Of Orangeburg, LLCnot reported in the loaded dataset2023
Cfe Management, LLC Health And Welfare PlanCfe Management, LLCnot reported in the loaded dataset2023
Claflin University Welfare Benefits Wrap PlanClaflin Universitynot reported in the loaded dataset2023

Related Form 5500 pages