How many benefit plans does Orange County Credit Union report on Form 5500?

Orange County Credit Union (EIN 95-1797779) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Orange County Credit Union?

The Employer Identification Number (EIN) reported for Orange County Credit Union is 95-1797779.

What is the latest Form 5500 filing year for Orange County Credit Union?

The latest loaded Form 5500 filing year for Orange County Credit Union is 2023.

Orange County Credit Union — 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, Orange County Credit Union (EIN 95-1797779) is a plan sponsor located in Santa Ana, 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: 95-1797779
Location: Santa Ana, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $53,993,988
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $53,993,988

Contributions & income

Employer contributions: $2,034,683
Participant contributions: $2,034,523
Total income / additions: $13,297,913

Expenses & distributions

Benefits paid / distributions: $3,048,082
Total expenses: $3,281,325
Net increase / (decrease): $10,016,588

Coverage

Total reported participants: 792
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

Orange County Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Orange County'S Credit Union 401(K) Plan	022	448	$53,993,988	2023
Orange County'S Credit Union Health Plan	504	344	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Orange County Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Orange County'S Credit Union Health Plan	344	—	20240726134951NAL0010268339001
2023	Orange County'S Credit Union 401(K) Plan	448	H, C	20241015164857NAL0030397569001