Occidental College — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Occidental College (EIN 95-1667177) is a plan sponsor located in Los Angeles, CA with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 95-1667177
- Location
- Los Angeles, CA
- Loaded plans
- 7
- Total reported participants
- 5,299
- Total reported plan assets (EOY)
- $291,415,589
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Occidental College 403(B) Retirement Plan | 002 | 1,863 | $291,415,589 | 2023 |
| Occidental College Total Disability Insurance Plan | 503 | 648 | not reported in the loaded dataset | 2023 |
| Occidental College Business Travel Accident Plan | 504 | 648 | not reported in the loaded dataset | 2023 |
| Occidental College Group Life Insurance Plan | 507 | 648 | not reported in the loaded dataset | 2023 |
| Occidental College Group Dental Plan | 510 | 574 | not reported in the loaded dataset | 2023 |
| Occidental College Group Medical Plan | 515 | 571 | not reported in the loaded dataset | 2023 |
| Occidental College Kaiser Health Plan | 511 | 347 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Occidental College Total Disability Insurance Plan | 648 | — | 20240717101240NAL0006618288001 |
| 2023 | Occidental College Business Travel Accident Plan | 648 | — | 20240717101255NAL0008351586001 |
| 2023 | Occidental College Group Life Insurance Plan | 648 | — | 20240717101310NAL0003879089001 |
| 2023 | Occidental College Group Dental Plan | 574 | — | 20240717101328NAL0008353602001 |
| 2023 | Occidental College Kaiser Health Plan | 347 | — | 20240717101345NAL0003880161001 |
| 2023 | Occidental College Group Medical Plan | 571 | — | 20240717101400NAL0002280211001 |
| 2023 | Occidental College 403(B) Retirement Plan | 1,863 | H, C | 20241007182727NAL0016588097001 |