2023 Form 5500 filing — Orange Coast Title Family Of Companies Employee Savings Plan
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 20241014160536NAL0015262387001) for Orange Coast Title Family Of Companies Employee Savings Plan, reported by Orange Coast Title Company under EIN 95-2871609 and plan number 001. It reports 1,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160536NAL0015262387001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Orange Coast Title Company
- EIN
- 95-2871609
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 1,149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,110,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,110,131
- Employer contributions
- $1,292,414
- Participant contributions
- $4,310,120
- Total income / additions
- $14,782,896
- Benefits paid
- $7,408,594
- Administrative expenses
- $289,336
- Total expenses
- $7,801,621
- Net increase / (decrease)
- $6,981,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $230,404 | $0 |
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $91,465 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,718 | not reported in the loaded dataset |