2023 Form 5500 filing — Ochsner Clinic Foundation 401(K) 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 20241015155247NAL0057069490001) for Ochsner Clinic Foundation 401(K) Plan, reported by Ochsner Clinic Foundation under EIN 72-0502505 and plan number 002. It reports 40,096 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155247NAL0057069490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ochsner Clinic Foundation
- EIN
- 72-0502505
- Plan number
- 002
- Location
- New Orleans, LA
- Participants
- 40,096
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,304,723,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,304,723,514
- Employer contributions
- $58,573,351
- Participant contributions
- $170,098,493
- Total income / additions
- $575,811,082
- Benefits paid
- $154,842,183
- Administrative expenses
- $2,311,353
- Total expenses
- $157,167,948
- Net increase / (decrease)
- $418,643,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,281,368 | $0 |
| Vanguard Advisers Inc. | NONE | $1,164,285 | not reported in the loaded dataset |