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, Ou Health 401(K) Plan is a benefit plan reported by Ou Medicine, Inc. under EIN 82-1883948 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,477 participants and $475,073,984 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $475,073,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $475,073,984
- Net assets (BOY)
- $376,041,511
Income & contributions
- Employer contributions
- $22,323,673
- Participant contributions
- $44,994,694
- Total contributions
- $73,722,528
- Total income / additions
- $143,401,324
Expenses & distributions
- Benefits paid
- $43,644,559
- Administrative expenses
- $589,258
- Total expenses
- $44,370,531
- Net increase / (decrease)
- $99,030,793