# Ocu Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/ocu-health-and-welfare-trust-261574455-501

> Ocu Health And Welfare Trust's Health & Welfare plan: 485 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ocu Health And Welfare Trust

- **Sponsor EIN:** 261574455

- **Sponsor Address:** 1055 PARK VIEW DRIVE, SUITE 111, COVINA, CA, 91722

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 485

- **Total Assets:** $297.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|485|$297.7M|$25.1M|$0|

| 2023|573|$273.8M|$24.7M|$0|

| 2022|559|$243.1M|$23.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PACIFIC SOUTHWEST ADMINISTRATORS|Other Service Provider|$329,029|—|$329,029|

| ANTHEM BLUE CROSS LIFE AND HEALTH|Other Service Provider|$207,080|—|$207,080|

| EPIC BROKERS|Recordkeeper|$122,400|$75,719|$198,119|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$161,480|—|$161,480|

| ULLICO INFRASTRUCTURE TAX EXEMPT FD|Other Service Provider|$127,152|—|$127,152|

| SEYFARTH SHAW LLP|Investment Advisor|$95,394|—|$95,394|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$80,915|—|$80,915|

| GUARDIAN|Recordkeeper|$66,466|—|$66,466|

| MEKETA INVESTMENT GROUP|Other Service Provider|$60,000|—|$60,000|

| ELIXIR RX SOLUTIONS LLC|Other Service Provider|$35,196|—|$35,196|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$32,609|—|$32,609|

| HENNINGFIELD & ASSOCIATES, INC.|Auditor|$29,130|—|$29,130|

| PAUL HASTINGS, LLP|Other Service Provider|$21,736|—|$21,736|

| WEST HEALTH ADVOCATE SOLUTIONS, INC|Other Service Provider|$17,377|—|$17,377|

| US BANK|Recordkeeper|$10,425|—|$10,425|

| HANEY & SHAH LLP|Other Service Provider|$7,250|—|$7,250|

| INNOVU|Other Service Provider|$5,292|—|$5,292|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC BROKERS](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [GUARDIAN](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [HENNINGFIELD & ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,484,650

- **Estimated Expense Ratio:** 0.499% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,524,898|$397,602|$329,029|$29,130|—|

| 2023|$1,481,445|$474,898|$302,649|$48,137|—|

| 2022|$1,444,667|$393,720|$287,474|—|$349,771|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ocu-health-and-welfare-trust-261574455-501)

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