Ocu Pension Trust — Form 5500 plan (Trustees Of The Ocu Pension Trust)
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, Ocu Pension Trust is a benefit plan reported by Trustees Of The Ocu Pension Trust under EIN 26-1574440 and plan number 001. The latest loaded filing year is 2023. The filing reports 883 participants and $248,104,103 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Ocu Pension Trust
- EIN
- 26-1574440
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 883
- End-of-year plan assets
- $248,104,103
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 883 | H, C | 20241011112948NAL0038579424002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $248,104,103
- Total liabilities (EOY)
- $2,380,144
- Net assets (EOY)
- $245,723,959
- Net assets (BOY)
- $212,603,479
Income & contributions
- Employer contributions
- $16,894,689
- Total contributions
- $16,894,689
- Total income / additions
- $47,315,016
Expenses & distributions
- Benefits paid
- $13,019,461
- Administrative expenses
- $1,175,075
- Total expenses
- $14,194,536
- Net increase / (decrease)
- $33,120,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services, LLC | NONE | $323,003 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | NONE | $188,049 | not reported in the loaded dataset | 2023 |
| Pacific Southwest Administrators | NONE | $110,467 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $103,197 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $93,025 | $0 | 2023 |
| Ullico Investment Advisors, Inc. | NONE | $76,970 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Henningfield And Associates, Inc. | NONE | $47,737 | not reported in the loaded dataset | 2023 |
| Ameriprise Trust Company | NONE | $34,564 | $0 | 2023 |
| Paul Hastings Llp | NONE | $27,452 | not reported in the loaded dataset | 2023 |
| Haney & Shah, Llp | NONE | $11,958 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $10,906 | $0 | 2023 |
| Us Bank | NONE | $9,474 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Ocu Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Horizon Actuarial Services, LLC — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Henningfield And Associates, Inc. — Schedule C compensation
- Ameriprise Trust Company — Schedule C compensation
- Paul Hastings Llp — Schedule C compensation
- Haney & Shah, Llp — Schedule C compensation
- Us Bank — Schedule C compensation