Office Employees Insurance Trust Fund Of California — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 California (EIN 94-6102898) is a plan sponsor located in Dublin, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-6102898
Location
Dublin, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,593,694
Total reported liabilities (EOY)
$10,600
Total reported net assets (EOY)
$2,583,094

Contributions & income

Employer contributions
$5,881,114
Participant contributions
$592,401
Total income / additions
$6,631,203

Expenses & distributions

Benefits paid / distributions
$5,291,637
Total expenses
$5,658,336
Net increase / (decrease)
$972,867

Coverage

Total reported participants
227
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Office Employees Insurance Trust Fund Of California plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Office Employees Insurance Trust Fund Of Californi501227$2,593,6942023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Office Employees Insurance Trust Fund Of California
YearPlanParticipantsSchedulesFiling
2023Office Employees Insurance Trust Fund Of Californi227H, C20250815173532NAL0005966339001

Related Form 5500 pages