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Original filing (PDF)20251014165033NAL0001668403001
OCHSNER CLINIC FOUNDATION
Form 5500
FILING_RECEIVED
OCHSNER CLINIC FOUNDATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
35,054
Accounts w/ balance
4,924
Plan assets (EOY)
$193.9M
Net assets (EOY)
$193.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 14% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCHSNER CLINIC FOUNDATION.
Plan sponsor
Name
OCHSNER CLINIC FOUNDATION
EIN
72-0502505
Address
1514 JEFFERSON HWY., BH 543 · NEW ORLEANS, LA · 701212429
Phone
(504) 842-1895
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $106K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $86K | — |
Investments
30 direct securities· $180.5M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Funds | — | — | — | $36.5M | 18.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | — | — | — | $11.7M | 6.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds | — | — | — | $11.1M | 5.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds | — | — | — | $10.9M | 5.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | — | — | — | $10.6M | 5.5% | |
| Vanguard Total Bond Market Index Fund: Inst'l * | — | — | — | $10.5M | 5.4% | |
| Shares Mutual Funds * Vanguard Target Retirement 2030 Fund Mutual Funds | — | — | — | $10.4M | 5.4% | |
| Inst'l Shares Mutual Funds * Vanguard Federal Money Market Fund Mutual Funds | — | — | — | $9.7M | 5.0% | |
| T. Rowe Price Blue Chip Growth Fund; I Class Mutual Funds | — | — | — | $9.0M | 4.7% | |
| Vanguard Extended Market Index Fund: Inst'l * | — | — | — | $6.7M | 3.5% | |
| Shares Mutual Funds Dodge & Cox Stock Fund; Class X Mutual Funds | — | — | — | $6.5M | 3.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds | — | — | — | $6.4M | 3.3% | |
| American Funds EuroPacific Growth R6 Mutual Funds | — | — | — | $5.7M | 2.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds | — | — | — | $5.5M | 2.8% | |
| Vanguard Target Retirement Income Mutual Funds | — | — | — | $4.3M | 2.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds | — | — | — | $3.6M | 1.9% | |
| Allspring Special Mid Cap Value Fund; Class R6 Mutual Funds Fixed Interest Option Unallocated Insurance Contracts | — | — | — | $3.1M | 1.6% | |
| Vanguard Brokerage Option Self-Directed Brokerage Fund | — | — | — | $2.7M | 1.4% | |
| Notes receivable from participants to 9.5% | — | — | — | $2.3M | 1.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds | — | — | — | $2.2M | 1.1% | |
| Pimco Total Return Instl Mutual Funds | — | — | — | $2.2M | 1.1% | |
| JPMorgan Small Cap Value Fund; Class R6 Mutual Funds | — | — | — | $1.8M | 0.9% | |
| Cohen & Streets Institutional Realty Shares Mutual Funds | — | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | — | — | — | $1.2M | 0.6% | |
| ClearBridge Smalll Cap Growth Fund; Class IS Mutual Funds | — | — | — | $1.0M | 0.5% | |
| Vanguard Total International Bond Index Fund * | — | — | — | $965K | 0.5% | |
| Inst'l Shares Mutual Funds Invesco Oppenheimer Developing Markets Fund; | — | — | — | $957K | 0.5% | |
| Class R6 Mutual Funds * TIAA Traditional Annuity Guaranteed Fixed Annuity Contracts | — | — | — | $585K | 0.3% | |
| Vanguard International Value Fund Mutual Funds | — | — | — | $437K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | — | — | — | $382K | 0.2% |
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