Ocu Health And Welfare Trust — Form 5500 plan (Ocu Health And Welfare 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 Health And Welfare Trust is a benefit plan reported by Ocu Health And Welfare Trust under EIN 26-1574455 and plan number 501. The latest loaded filing year is 2023. The filing reports 845 participants and $273,775,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ocu Health And Welfare Trust
- EIN
- 26-1574455
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 845
- End-of-year plan assets
- $273,775,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 845 | H, C | 20241014161411NAL0015272819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $273,775,612
- Total liabilities (EOY)
- $2,377,768
- Net assets (EOY)
- $271,397,844
- Net assets (BOY)
- $241,158,617
Income & contributions
- Employer contributions
- $24,652,401
- Total contributions
- $24,652,401
- Total income / additions
- $56,906,728
Expenses & distributions
- Benefits paid
- $25,186,056
- Administrative expenses
- $1,481,445
- Total expenses
- $26,667,501
- Net increase / (decrease)
- $30,239,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $302,649 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $200,193 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life And Health | NONE | $191,577 | not reported in the loaded dataset | 2023 |
| Epic Brokers | NONE | $122,400 | $44,354 | 2023 |
| State Street Global Advisors | NONE | $117,446 | $0 | 2023 |
| Ullico Infrastructure Tax Exempt Fd | NONE | $97,259 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $61,325 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $54,288 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $48,137 | not reported in the loaded dataset | 2023 |
| West Health Advocate Solutions, Inc | NONE | $17,327 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $10,526 | $0 | 2023 |
| Innovu | NONE | $9,408 | not reported in the loaded dataset | 2023 |
| Paul Hastings, Llp | NONE | $7,328 | not reported in the loaded dataset | 2023 |
| Haney & Shah Llp | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ocu Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Anthem Blue Cross Life And Health — Schedule C compensation
- Epic Brokers — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Ullico Infrastructure Tax Exempt Fd — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation
- West Health Advocate Solutions, Inc — Schedule C compensation
- Us Bank — Schedule C compensation
- Innovu — Schedule C compensation
- Paul Hastings, Llp — Schedule C compensation
- Haney & Shah Llp — Schedule C compensation