Oocl (Usa) Inc. Savings Plan — Form 5500 plan (Oocl (Usa) Inc.)
Plain-English plan 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, Oocl (Usa) Inc. Savings Plan is a benefit plan reported by Oocl (Usa) Inc. under EIN 13-4934630 and plan number 006. The latest loaded filing year is 2023. The filing reports 651 participants and $149,363,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oocl (Usa) Inc.
- EIN
- 13-4934630
- Plan number
- 006
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 651
- End-of-year plan assets
- $149,363,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 651 | H, C | 20241011154930NAL0022260977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,363,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $149,363,112
- Net assets (BOY)
- $135,466,033
Income & contributions
- Employer contributions
- $1,257,731
- Participant contributions
- $6,158,964
- Total contributions
- $7,440,715
- Total income / additions
- $26,381,312
Expenses & distributions
- Benefits paid
- $12,448,193
- Administrative expenses
- $36,040
- Total expenses
- $12,484,233
- Net increase / (decrease)
- $13,897,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $36,040 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank Trust | NONE | $0 | $8,143 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $524 | $0 | 2023 |