2023 Form 5500 filing — Ocu Pension Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011112948NAL0038579424002) for Ocu Pension Trust, reported by Trustees Of The Ocu Pension Trust under EIN 26-1574440 and plan number 001. It reports 883 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112948NAL0038579424002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Ocu Pension Trust
- EIN
- 26-1574440
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 883
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $248,104,103
- Total liabilities (EOY)
- $2,380,144
- Net assets (EOY)
- $245,723,959
- Employer contributions
- $16,894,689
- Total income / additions
- $47,315,016
- Benefits paid
- $13,019,461
- Administrative expenses
- $1,175,075
- Total expenses
- $14,194,536
- Net increase / (decrease)
- $33,120,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial Services, LLC | NONE | $323,003 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $188,049 | not reported in the loaded dataset |
| Pacific Southwest Administrators | NONE | $110,467 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $103,197 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $93,025 | $0 |
| Ullico Investment Advisors, Inc. | NONE | $76,970 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $60,000 | not reported in the loaded dataset |
| Henningfield And Associates, Inc. | NONE | $47,737 | not reported in the loaded dataset |
| Ameriprise Trust Company | NONE | $34,564 | $0 |
| Paul Hastings Llp | NONE | $27,452 | not reported in the loaded dataset |
| Haney & Shah, Llp | NONE | $11,958 | not reported in the loaded dataset |
| Us Bank | NONE | $10,906 | $0 |
| Us Bank | NONE | $9,474 | not reported in the loaded dataset |