2023 Form 5500 filing — Office Employees Insurance Trust Fund Of Californi
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 20250815173532NAL0005966339001) for Office Employees Insurance Trust Fund Of Californi, reported by Office Employees Insurance Trust Fund Of California under EIN 94-6102898 and plan number 501. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815173532NAL0005966339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Office Employees Insurance Trust Fund Of California
- EIN
- 94-6102898
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,593,694
- Total liabilities (EOY)
- $10,600
- Net assets (EOY)
- $2,583,094
- Employer contributions
- $5,881,114
- Participant contributions
- $592,401
- Total income / additions
- $6,631,203
- Benefits paid
- $5,291,637
- Administrative expenses
- $366,699
- Total expenses
- $5,658,336
- Net increase / (decrease)
- $972,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hs&Ba | NONE | $120,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $89,890 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $54,871 | not reported in the loaded dataset |
| Carroll & Scully, Inc. | NONE | $30,000 | not reported in the loaded dataset |