Ochsner Clinic Foundation Retirement Plan — Form 5500 plan (Ochsner Clinic Foundation)
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, Ochsner Clinic Foundation Retirement Plan is a benefit plan reported by Ochsner Clinic Foundation under EIN 72-0502505 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,588 participants and $446,738,386 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ochsner Clinic Foundation
- EIN
- 72-0502505
- Plan number
- 001
- Plan type
- 2
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- 4,588
- End-of-year plan assets
- $446,738,386
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,588 | H, C | 20241015155813NAL0057101170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $446,738,386
- Total liabilities (EOY)
- $776,258
- Net assets (EOY)
- $445,962,128
- Net assets (BOY)
- $431,495,437
Income & contributions
- Employer contributions
- $5,917,380
- Total contributions
- $5,917,380
- Total income / additions
- $51,517,911
Expenses & distributions
- Benefits paid
- $33,207,972
- Administrative expenses
- $3,843,248
- Total expenses
- $37,051,220
- Net increase / (decrease)
- $14,466,691
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global, LLC | NONE | $341,511 | not reported in the loaded dataset | 2023 |
| J O Hambro Capital Management Ltd | NONE | $123,867 | $0 | 2023 |
| Cambridge Associates, LLC | NONE | $119,551 | not reported in the loaded dataset | 2023 |
| Hancock Whitney Bank | NONE | $108,203 | $0 | 2023 |
| Carr, Riggs & Ingram, LLC | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Ernst & Young Us Llp | NONE | $16,073 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ochsner Clinic Foundation
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Buck Global, LLC — Schedule C compensation
- J O Hambro Capital Management Ltd — Schedule C compensation
- Cambridge Associates, LLC — Schedule C compensation
- Hancock Whitney Bank — Schedule C compensation
- Carr, Riggs & Ingram, LLC — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation