Orange County'S Credit Union 401(K) Plan — Form 5500 plan (Orange County Credit Union)
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, Orange County'S Credit Union 401(K) Plan is a benefit plan reported by Orange County Credit Union under EIN 95-1797779 and plan number 022. The latest loaded filing year is 2023. The filing reports 448 participants and $53,993,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orange County Credit Union
- EIN
- 95-1797779
- Plan number
- 022
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $53,993,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241015164857NAL0030397569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,993,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,993,988
- Net assets (BOY)
- $43,977,400
Income & contributions
- Employer contributions
- $2,034,683
- Participant contributions
- $2,034,523
- Total contributions
- $5,129,680
- Total income / additions
- $13,297,913
Expenses & distributions
- Benefits paid
- $3,048,082
- Administrative expenses
- $233,243
- Total expenses
- $3,281,325
- Net increase / (decrease)
- $10,016,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $136,794 | $0 | 2023 |
| Sageview Advisory Group | INVESTMENT ADVISORY | $81,449 | not reported in the loaded dataset | 2023 |
| Turner, Warren, Hwang | CONTRACT ADMINISTRATOR | $15,000 | not reported in the loaded dataset | 2023 |