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Companies

companyOclc, Inc.
$284.7Mreported plan assets
EIN: 31-0734115Location: OHPlans: 5Participants: 4,435Latest: 2023
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Plans

planOclc Matching Thrift PlanFinancial statementProvider compensation2023 filing
$153Mreported assets (EOY)
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 003Participants: 1,333Assets: $152,985,659Net assets: $153MAssets / participant: $114.8KLocation: Dublin, OHLatest: 2023
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planOclc Retirement PlanFinancial statementProvider compensation2023 filing
$110Mreported assets (EOY)
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 001Participants: 1,055Assets: $109,996,851Net assets: $110MAssets / participant: $104.3KLocation: Dublin, OHLatest: 2023
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planOclc Supplemental PlanFinancial statementProvider compensation2023 filing
$21.7Mreported assets (EOY)
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 002Participants: 911Assets: $21,731,182Net assets: $21.7MAssets / participant: $23.9KLocation: Dublin, OHLatest: 2023
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planOclc Employee Welfare Benefit Plan2023 filing
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 515Participants: 823Assets: not reported in the loaded datasetLocation: Dublin, OHLatest: 2023
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planOclc Retiree Welfare Benefit Plan2023 filing
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 516Participants: 313Assets: not reported in the loaded datasetLocation: Dublin, OHLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Oclc Retirement Plan
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 001Ack ID: 20241011075037NAL0022372977001
filing2023 Form 5500 — Oclc Supplemental Plan
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 002Ack ID: 20241011075120NAL0010710323001
filing2023 Form 5500 — Oclc Matching Thrift Plan
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 003Ack ID: 20241011074949NAL0010709395001
filing2023 Form 5500 — Oclc Employee Welfare Benefit Plan
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 515Ack ID: 20240918162926NAL0004641121001
filing2023 Form 5500 — Oclc Retiree Welfare Benefit Plan
Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 516Ack ID: 20240918162721NAL0009563826001