Plan5500

Ochsner Clinic Foundation 403(B) Plan — Form 5500 plan (Ochsner Clinic Foundation)

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, Ochsner Clinic Foundation 403(B) Plan is a benefit plan reported by Ochsner Clinic Foundation under EIN 72-0502505 and plan number 003. The latest loaded filing year is 2023. The filing reports 33,202 participants and $171,096,343 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ochsner Clinic Foundation
EIN
72-0502505
Plan number
003
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
33,202
End-of-year plan assets
$171,096,343

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333,202H, C20241015155358NAL0015015107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$171,096,343
Total liabilities (EOY)
$0
Net assets (EOY)
$171,096,343
Net assets (BOY)
$146,009,021

Income & contributions

Participant contributions
$14,183,291
Total contributions
$14,183,291
Total income / additions
$39,213,654

Expenses & distributions

Benefits paid
$14,120,290
Administrative expenses
$126,405
Total expenses
$14,273,557
Net increase / (decrease)
$24,940,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$76,766not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$64,189$02023

Related Form 5500 pages