Ocea Health And Welfare Trust — Form 5500 plan (Orange County Employees Health & Welfare)
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, Ocea Health And Welfare Trust is a benefit plan reported by Orange County Employees Health & Welfare under EIN 33-0660405 and plan number 501. The latest loaded filing year is 2023. The filing reports 14,058 participants and $48,089,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orange County Employees Health & Welfare
- EIN
- 33-0660405
- Plan number
- 501
- Plan type
- 1
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 14,058
- End-of-year plan assets
- $48,089,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,058 | H, C | 20241218092731NAL0003534929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,089,007
- Total liabilities (EOY)
- $621,647
- Net assets (EOY)
- $47,467,360
- Net assets (BOY)
- $44,895,586
Income & contributions
- Employer contributions
- $6,910,645
- Participant contributions
- $9,614,902
- Total contributions
- $16,525,547
- Total income / additions
- $19,715,057
Expenses & distributions
- Benefits paid
- $14,510,576
- Administrative expenses
- $2,632,707
- Total expenses
- $17,143,283
- Net increase / (decrease)
- $2,571,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ocea | NONE | $1,374,900 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $419,206 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $158,675 | not reported in the loaded dataset | 2023 |
| Dimartino Associates | NONE | $111,000 | not reported in the loaded dataset | 2023 |
| Agiline LLC | NONE | $96,672 | not reported in the loaded dataset | 2023 |
| Mailing Pros, Inc | NONE | $69,672 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | NONE | $38,685 | not reported in the loaded dataset | 2023 |
| Highland Capital Advisors LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $8,245 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orange County Employees Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Ocea — Schedule C compensation
- Delta Dental — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Dimartino Associates — Schedule C compensation
- Agiline LLC — Schedule C compensation
- Mailing Pros, Inc — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Highland Capital Advisors LLC — Schedule C compensation
- The Wagner Law Group — Schedule C compensation