Office Employees Insurance Trust Fund Of Californi — Form 5500 plan (Office Employees Insurance Trust Fund Of California)
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, Office Employees Insurance Trust Fund Of Californi is a benefit plan reported by Office Employees Insurance Trust Fund Of California under EIN 94-6102898 and plan number 501. The latest loaded filing year is 2023. The filing reports 227 participants and $2,593,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Office Employees Insurance Trust Fund Of California
- EIN
- 94-6102898
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $2,593,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20250815173532NAL0005966339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,593,694
- Total liabilities (EOY)
- $10,600
- Net assets (EOY)
- $2,583,094
- Net assets (BOY)
- $1,610,227
Income & contributions
- Employer contributions
- $5,881,114
- Participant contributions
- $592,401
- Total contributions
- $6,473,677
- Total income / additions
- $6,631,203
Expenses & distributions
- Benefits paid
- $5,291,637
- Administrative expenses
- $366,699
- Total expenses
- $5,658,336
- Net increase / (decrease)
- $972,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hs&Ba | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $89,890 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $54,871 | not reported in the loaded dataset | 2023 |
| Carroll & Scully, Inc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Office Employees Insurance Trust Fund Of California
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Hs&Ba — Schedule C compensation
- The Segal Company — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Carroll & Scully, Inc. — Schedule C compensation