Oocl (Usa) Inc. Defined Contribution Pension Plan — Form 5500 plan (Oocl Usa Inc.)
Plain-English plan 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, Oocl (Usa) Inc. Defined Contribution Pension Plan is a benefit plan reported by Oocl Usa Inc. under EIN 13-4934630 and plan number 009. The latest loaded filing year is 2023. The filing reports 607 participants and $90,123,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oocl Usa Inc.
- EIN
- 13-4934630
- Plan number
- 009
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $90,123,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20241011154720NAL0037556928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,123,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,123,232
- Net assets (BOY)
- $82,099,577
Income & contributions
- Employer contributions
- $3,733,417
- Total contributions
- $3,733,417
- Total income / additions
- $14,817,439
Expenses & distributions
- Benefits paid
- $6,767,111
- Administrative expenses
- $26,673
- Total expenses
- $6,793,784
- Net increase / (decrease)
- $8,023,655
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $26,673 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank Trust | NONE | $0 | $5,764 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 | 2023 |