Ocular Therapeutix, Inc. Employee Retirement Plan — Form 5500 plan (Ocular Therapeutix, 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, Ocular Therapeutix, Inc. Employee Retirement Plan is a benefit plan reported by Ocular Therapeutix, Inc. under EIN 20-5560161 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $20,876,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ocular Therapeutix, Inc.
- EIN
- 20-5560161
- Plan number
- 001
- Plan type
- 2
- Location
- Beford, MA
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $20,876,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241011131046NAL0012518531003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,876,023
- Net assets (EOY)
- $20,876,023
- Net assets (BOY)
- $14,777,053
Income & contributions
- Employer contributions
- $625,035
- Participant contributions
- $3,307,882
- Total contributions
- $4,909,078
- Total income / additions
- $8,080,780
Expenses & distributions
- Benefits paid
- $1,898,216
- Administrative expenses
- $83,594
- Total expenses
- $1,981,810
- Net increase / (decrease)
- $6,098,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,890 | $0 | 2023 |
| Rpw Solutions, LLC. | CONTRACT ADMINISTRATOR | $25,951 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $17,299 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC. | INVESTMENT MANAGEMENT | $6,629 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ocular Therapeutix, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Beford, MA
- Empower Annuity Insurance Company — Schedule C compensation
- Rpw Solutions, LLC. — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Empower Advisory Group, LLC. — Schedule C compensation