2023 Form 5500 filing — Oocl (Usa) Inc. Defined Contribution Pension 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 20241011154720NAL0037556928001) for Oocl (Usa) Inc. Defined Contribution Pension Plan, reported by Oocl Usa Inc. under EIN 13-4934630 and plan number 009. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154720NAL0037556928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oocl Usa Inc.
- EIN
- 13-4934630
- Plan number
- 009
- Location
- South Jordan, UT
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,123,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,123,232
- Employer contributions
- $3,733,417
- Total income / additions
- $14,817,439
- Benefits paid
- $6,767,111
- Administrative expenses
- $26,673
- Total expenses
- $6,793,784
- Net increase / (decrease)
- $8,023,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $26,673 | not reported in the loaded dataset |
| Charles Schwab Bank Trust | NONE | $0 | $5,764 |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 |