Orange Coast Title Family Of Companies Employee Savings Plan — Form 5500 plan (Orange Coast Title Company)
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, Orange Coast Title Family Of Companies Employee Savings Plan is a benefit plan reported by Orange Coast Title Company under EIN 95-2871609 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,149 participants and $66,110,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orange Coast Title Company
- EIN
- 95-2871609
- Plan number
- 001
- Plan type
- 3
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 1,149
- End-of-year plan assets
- $66,110,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,149 | H, C | 20241014160536NAL0015262387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,110,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,110,131
- Net assets (BOY)
- $59,128,856
Income & contributions
- Employer contributions
- $1,292,414
- Participant contributions
- $4,310,120
- Total contributions
- $5,936,836
- Total income / additions
- $14,782,896
Expenses & distributions
- Benefits paid
- $7,408,594
- Administrative expenses
- $289,336
- Total expenses
- $7,801,621
- Net increase / (decrease)
- $6,981,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $230,404 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $91,465 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,718 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orange Coast Title Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation