2023 Form 5500 filing — Ocea Health And Welfare Trust
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 20241218092731NAL0003534929001) for Ocea Health And Welfare Trust, reported by Orange County Employees Health & Welfare under EIN 33-0660405 and plan number 501. It reports 14,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218092731NAL0003534929001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Orange County Employees Health & Welfare
- EIN
- 33-0660405
- Plan number
- 501
- Location
- Santa Ana, CA
- Participants
- 14,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,089,007
- Total liabilities (EOY)
- $621,647
- Net assets (EOY)
- $47,467,360
- Employer contributions
- $6,910,645
- Participant contributions
- $9,614,902
- Total income / additions
- $19,715,057
- Benefits paid
- $14,510,576
- Administrative expenses
- $2,632,707
- Total expenses
- $17,143,283
- Net increase / (decrease)
- $2,571,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ocea | NONE | $1,374,900 | not reported in the loaded dataset |
| Delta Dental | NONE | $419,206 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $158,675 | not reported in the loaded dataset |
| Dimartino Associates | NONE | $111,000 | not reported in the loaded dataset |
| Agiline LLC | NONE | $96,672 | not reported in the loaded dataset |
| Mailing Pros, Inc | NONE | $69,672 | not reported in the loaded dataset |
| Eide Bailly, Llp | NONE | $38,685 | not reported in the loaded dataset |
| Highland Capital Advisors LLC | NONE | $15,000 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $8,245 | not reported in the loaded dataset |