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ORANGE COUNTY EMPLOYEES ASSOCIATION, INC. — ORANGE COUNTY EMPLOYEES ASSOCIATION, INC. & AFFILIATED EMPLOYERS GROUP PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260112190121NAL0014935696001
ORANGE COUNTY EMPLOYEES ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
ORANGE COUNTY EMPLOYEES ASSOCIATION, INC. & AFFILIATED EMPLOYERS GROUP PENSION PLAN
Defined-benefit pension plan
Active participants
29
Accounts w/ balance
—
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ORANGE COUNTY EMPLOYEES ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
ORANGE COUNTY EMPLOYEES ASSOCIATION, INC.
EIN
95-1685796
Address
830 NORTH ROSS STREET · SANTA ANA, CA · 927013420
Phone
(714) 835-3355
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-12
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Similar-size Other Services (ex. Public Admin) plans
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$8.1M · 81 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ONE DEGREE
ONE DEGREE 403(B) PLAN
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