2023 Form 5500 filing — Ocu Health And Welfare 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 20241014161411NAL0015272819001) for Ocu Health And Welfare Trust, reported by Ocu Health And Welfare Trust under EIN 26-1574455 and plan number 501. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161411NAL0015272819001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ocu Health And Welfare Trust
- EIN
- 26-1574455
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $273,775,612
- Total liabilities (EOY)
- $2,377,768
- Net assets (EOY)
- $271,397,844
- Employer contributions
- $24,652,401
- Total income / additions
- $56,906,728
- Benefits paid
- $25,186,056
- Administrative expenses
- $1,481,445
- Total expenses
- $26,667,501
- Net increase / (decrease)
- $30,239,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $302,649 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $200,193 | not reported in the loaded dataset |
| Anthem Blue Cross Life And Health | NONE | $191,577 | not reported in the loaded dataset |
| Epic Brokers | NONE | $122,400 | $44,354 |
| State Street Global Advisors | NONE | $117,446 | $0 |
| Ullico Infrastructure Tax Exempt Fd | NONE | $97,259 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $61,325 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $60,000 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $54,288 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $48,137 | not reported in the loaded dataset |
| West Health Advocate Solutions, Inc | NONE | $17,327 | not reported in the loaded dataset |
| Us Bank | NONE | $10,526 | $0 |
| Innovu | NONE | $9,408 | not reported in the loaded dataset |
| Paul Hastings, Llp | NONE | $7,328 | not reported in the loaded dataset |
| Haney & Shah Llp | NONE | $6,250 | not reported in the loaded dataset |