2023 Form 5500 filing — Ocular Therapeutix, Inc. Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011131046NAL0012518531003) for Ocular Therapeutix, Inc. Employee Retirement Plan, reported by Ocular Therapeutix, Inc. under EIN 20-5560161 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131046NAL0012518531003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocular Therapeutix, Inc.
- EIN
- 20-5560161
- Plan number
- 001
- Location
- Beford, MA
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,876,023
- Net assets (EOY)
- $20,876,023
- Employer contributions
- $625,035
- Participant contributions
- $3,307,882
- Total income / additions
- $8,080,780
- Benefits paid
- $1,898,216
- Administrative expenses
- $83,594
- Total expenses
- $1,981,810
- Net increase / (decrease)
- $6,098,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,890 | $0 |
| Rpw Solutions, LLC. | CONTRACT ADMINISTRATOR | $25,951 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $17,299 | not reported in the loaded dataset |
| Empower Advisory Group, LLC. | INVESTMENT MANAGEMENT | $6,629 | not reported in the loaded dataset |