ORANGE COUNTY EMPLOYEES HEALTH & WELFARE
Plan context: Ocea Health and Welfare Trust
EIN 33-0660405 • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
11,911
2024 Assets
$51,686,239
2024 Contributions
$17,563,601
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 11,911 | $51,686,239 | $17,563,601 | $1,475iApproximate average salary by contribution assumption: employee only about $36,864 at 4% or $24,576 at 6%; with 50% employer match about $24,576 at 4% or $16,384 at 6%; with 100% employer match about $18,432 at 4% or $12,288 at 6%. |
| Ocea Health and Welfare Trust | - | 11,911 | $51,686,239 | $17,563,601 | $1,475iApproximate average salary by contribution assumption: employee only about $36,864 at 4% or $24,576 at 6%; with 50% employer match about $24,576 at 4% or $16,384 at 6%; with 100% employer match about $18,432 at 4% or $12,288 at 6%. |
| 2023 | 1 | 11,503 | $48,089,007 | $16,525,547 | $1,437iApproximate average salary by contribution assumption: employee only about $35,916 at 4% or $23,944 at 6%; with 50% employer match about $23,944 at 4% or $15,963 at 6%; with 100% employer match about $17,958 at 4% or $11,972 at 6%. |
| Ocea Health and Welfare Trust | - | 11,503 | $48,089,007 | $16,525,547 | $1,437iApproximate average salary by contribution assumption: employee only about $35,916 at 4% or $23,944 at 6%; with 50% employer match about $23,944 at 4% or $15,963 at 6%; with 100% employer match about $17,958 at 4% or $11,972 at 6%. |
| 2022 | 1 | 10,931 | $45,413,121 | $16,604,080 | $1,519iApproximate average salary by contribution assumption: employee only about $37,975 at 4% or $25,317 at 6%; with 50% employer match about $25,317 at 4% or $16,878 at 6%; with 100% employer match about $18,987 at 4% or $12,658 at 6%. |
| Ocea Health and Welfare Trust | - | 10,931 | $45,413,121 | $16,604,080 | $1,519iApproximate average salary by contribution assumption: employee only about $37,975 at 4% or $25,317 at 6%; with 50% employer match about $25,317 at 4% or $16,878 at 6%; with 100% employer match about $18,987 at 4% or $12,658 at 6%. |
| 2021 | 1 | 11,159 | $45,817,870 | $16,529,528 | $1,481iApproximate average salary by contribution assumption: employee only about $37,032 at 4% or $24,688 at 6%; with 50% employer match about $24,688 at 4% or $16,459 at 6%; with 100% employer match about $18,516 at 4% or $12,344 at 6%. |
| Ocea Health and Welfare Trust | - | 11,159 | $45,817,870 | $16,529,528 | $1,481iApproximate average salary by contribution assumption: employee only about $37,032 at 4% or $24,688 at 6%; with 50% employer match about $24,688 at 4% or $16,459 at 6%; with 100% employer match about $18,516 at 4% or $12,344 at 6%. |
| 2020 | 1 | 11,064 | $40,111,404 | $16,333,043 | $1,476iApproximate average salary by contribution assumption: employee only about $36,906 at 4% or $24,604 at 6%; with 50% employer match about $24,604 at 4% or $16,403 at 6%; with 100% employer match about $18,453 at 4% or $12,302 at 6%. |
| Ocea Health and Welfare Trust | - | 11,064 | $40,111,404 | $16,333,043 | $1,476iApproximate average salary by contribution assumption: employee only about $36,906 at 4% or $24,604 at 6%; with 50% employer match about $24,604 at 4% or $16,403 at 6%; with 100% employer match about $18,453 at 4% or $12,302 at 6%. |
| 2019 | 1 | 11,491 | $36,948,555 | $16,194,066 | $1,409iApproximate average salary by contribution assumption: employee only about $35,232 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%. |
| Ocea Health and Welfare Trust | - | 11,491 | $36,948,555 | $16,194,066 | $1,409iApproximate average salary by contribution assumption: employee only about $35,232 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%. |
| 2018 | 1 | 11,451 | $33,175,285 | $16,237,752 | $1,418iApproximate average salary by contribution assumption: employee only about $35,451 at 4% or $23,634 at 6%; with 50% employer match about $23,634 at 4% or $15,756 at 6%; with 100% employer match about $17,725 at 4% or $11,817 at 6%. |
| Ocea Health and Welfare Trust | - | 11,451 | $33,175,285 | $16,237,752 | $1,418iApproximate average salary by contribution assumption: employee only about $35,451 at 4% or $23,634 at 6%; with 50% employer match about $23,634 at 4% or $15,756 at 6%; with 100% employer match about $17,725 at 4% or $11,817 at 6%. |
| 2017 | 1 | 11,301 | $33,306,638 | $16,743,745 | $1,482iApproximate average salary by contribution assumption: employee only about $37,040 at 4% or $24,694 at 6%; with 50% employer match about $24,694 at 4% or $16,462 at 6%; with 100% employer match about $18,520 at 4% or $12,347 at 6%. |
| Ocea Health and Welfare Trust | - | 11,301 | $33,306,638 | $16,743,745 | $1,482iApproximate average salary by contribution assumption: employee only about $37,040 at 4% or $24,694 at 6%; with 50% employer match about $24,694 at 4% or $16,462 at 6%; with 100% employer match about $18,520 at 4% or $12,347 at 6%. |
| 2016 | 1 | 12,423 | $29,755,793 | $16,866,085 | $1,358iApproximate average salary by contribution assumption: employee only about $33,941 at 4% or $22,627 at 6%; with 50% employer match about $22,627 at 4% or $15,085 at 6%; with 100% employer match about $16,971 at 4% or $11,314 at 6%. |
| Ocea Health and Welfare Trust | - | 12,423 | $29,755,793 | $16,866,085 | $1,358iApproximate average salary by contribution assumption: employee only about $33,941 at 4% or $22,627 at 6%; with 50% employer match about $22,627 at 4% or $15,085 at 6%; with 100% employer match about $16,971 at 4% or $11,314 at 6%. |
| 2015 | 1 | 12,198 | $28,024,775 | $16,470,677 | $1,350iApproximate average salary by contribution assumption: employee only about $33,757 at 4% or $22,505 at 6%; with 50% employer match about $22,505 at 4% or $15,003 at 6%; with 100% employer match about $16,878 at 4% or $11,252 at 6%. |
| Ocea Health and Welfare Trust | - | 12,198 | $28,024,775 | $16,470,677 | $1,350iApproximate average salary by contribution assumption: employee only about $33,757 at 4% or $22,505 at 6%; with 50% employer match about $22,505 at 4% or $15,003 at 6%; with 100% employer match about $16,878 at 4% or $11,252 at 6%. |
| 2014 | 1 | 12,044 | $27,006,422 | $16,544,942 | $1,374iApproximate average salary by contribution assumption: employee only about $34,343 at 4% or $22,895 at 6%; with 50% employer match about $22,895 at 4% or $15,263 at 6%; with 100% employer match about $17,171 at 4% or $11,448 at 6%. |
| Ocea Health and Welfare Trust | - | 12,044 | $27,006,422 | $16,544,942 | $1,374iApproximate average salary by contribution assumption: employee only about $34,343 at 4% or $22,895 at 6%; with 50% employer match about $22,895 at 4% or $15,263 at 6%; with 100% employer match about $17,171 at 4% or $11,448 at 6%. |
| 2013 | 1 | 12,015 | $24,930,072 | $16,482,116 | $1,372iApproximate average salary by contribution assumption: employee only about $34,295 at 4% or $22,863 at 6%; with 50% employer match about $22,863 at 4% or $15,242 at 6%; with 100% employer match about $17,147 at 4% or $11,432 at 6%. |
| Ocea Health and Welfare Trust | - | 12,015 | $24,930,072 | $16,482,116 | $1,372iApproximate average salary by contribution assumption: employee only about $34,295 at 4% or $22,863 at 6%; with 50% employer match about $22,863 at 4% or $15,242 at 6%; with 100% employer match about $17,147 at 4% or $11,432 at 6%. |
| 2012 | 1 | 12,245 | $22,246,008 | $16,590,354 | $1,355iApproximate average salary by contribution assumption: employee only about $33,872 at 4% or $22,581 at 6%; with 50% employer match about $22,581 at 4% or $15,054 at 6%; with 100% employer match about $16,936 at 4% or $11,291 at 6%. |
| Ocea Health and Welfare Trust | - | 12,245 | $22,246,008 | $16,590,354 | $1,355iApproximate average salary by contribution assumption: employee only about $33,872 at 4% or $22,581 at 6%; with 50% employer match about $22,581 at 4% or $15,054 at 6%; with 100% employer match about $16,936 at 4% or $11,291 at 6%. |
| 2011 | 1 | 12,169 | $20,410,071 | $16,329,746 | $1,342iApproximate average salary by contribution assumption: employee only about $33,548 at 4% or $22,365 at 6%; with 50% employer match about $22,365 at 4% or $14,910 at 6%; with 100% employer match about $16,774 at 4% or $11,183 at 6%. |
| Ocea Health and Welfare Trust | - | 12,169 | $20,410,071 | $16,329,746 | $1,342iApproximate average salary by contribution assumption: employee only about $33,548 at 4% or $22,365 at 6%; with 50% employer match about $22,365 at 4% or $14,910 at 6%; with 100% employer match about $16,774 at 4% or $11,183 at 6%. |
| 2010 | 1 | 12,728 | $19,112,325 | $16,179,148 | $1,271iApproximate average salary by contribution assumption: employee only about $31,779 at 4% or $21,186 at 6%; with 50% employer match about $21,186 at 4% or $14,124 at 6%; with 100% employer match about $15,889 at 4% or $10,593 at 6%. |
| Ocea Health and Welfare Trust | - | 12,728 | $19,112,325 | $16,179,148 | $1,271iApproximate average salary by contribution assumption: employee only about $31,779 at 4% or $21,186 at 6%; with 50% employer match about $21,186 at 4% or $14,124 at 6%; with 100% employer match about $15,889 at 4% or $10,593 at 6%. |
| 2009 | 1 | 13,109 | $17,991,225 | $16,213,110 | $1,237iApproximate average salary by contribution assumption: employee only about $30,920 at 4% or $20,613 at 6%; with 50% employer match about $20,613 at 4% or $13,742 at 6%; with 100% employer match about $15,460 at 4% or $10,307 at 6%. |
| Ocea Health and Welfare Trust | - | 13,109 | $17,991,225 | $16,213,110 | $1,237iApproximate average salary by contribution assumption: employee only about $30,920 at 4% or $20,613 at 6%; with 50% employer match about $20,613 at 4% or $13,742 at 6%; with 100% employer match about $15,460 at 4% or $10,307 at 6%. |
| 2008 | 1 | 13,881 | $16,555,480 | $15,888,721 | $1,145iApproximate average salary by contribution assumption: employee only about $28,616 at 4% or $19,077 at 6%; with 50% employer match about $19,077 at 4% or $12,718 at 6%; with 100% employer match about $14,308 at 4% or $9,539 at 6%. |
| Ocea Health and Welfare Trust | - | 13,881 | $16,555,480 | $15,888,721 | $1,145iApproximate average salary by contribution assumption: employee only about $28,616 at 4% or $19,077 at 6%; with 50% employer match about $19,077 at 4% or $12,718 at 6%; with 100% employer match about $14,308 at 4% or $9,539 at 6%. |
| 2007 | 1 | 13,670 | $14,992,319 | $14,738,807 | $1,078iApproximate average salary by contribution assumption: employee only about $26,955 at 4% or $17,970 at 6%; with 50% employer match about $17,970 at 4% or $11,980 at 6%; with 100% employer match about $13,477 at 4% or $8,985 at 6%. |
| Ocea Health and Welfare Trust | - | 13,670 | $14,992,319 | $14,738,807 | $1,078iApproximate average salary by contribution assumption: employee only about $26,955 at 4% or $17,970 at 6%; with 50% employer match about $17,970 at 4% or $11,980 at 6%; with 100% employer match about $13,477 at 4% or $8,985 at 6%. |
| 2006 | 1 | 13,274 | $13,331,237 | $13,836,674 | $1,042iApproximate average salary by contribution assumption: employee only about $26,060 at 4% or $17,373 at 6%; with 50% employer match about $17,373 at 4% or $11,582 at 6%; with 100% employer match about $13,030 at 4% or $8,687 at 6%. |
| Ocea Health and Welfare Trust | - | 13,274 | $13,331,237 | $13,836,674 | $1,042iApproximate average salary by contribution assumption: employee only about $26,060 at 4% or $17,373 at 6%; with 50% employer match about $17,373 at 4% or $11,582 at 6%; with 100% employer match about $13,030 at 4% or $8,687 at 6%. |
| 2005 | 1 | 13,000 | $11,771,853 | $13,599,652 | $1,046iApproximate average salary by contribution assumption: employee only about $26,153 at 4% or $17,435 at 6%; with 50% employer match about $17,435 at 4% or $11,624 at 6%; with 100% employer match about $13,077 at 4% or $8,718 at 6%. |
| Ocea Health and Welfare Trust | - | 13,000 | $11,771,853 | $13,599,652 | $1,046iApproximate average salary by contribution assumption: employee only about $26,153 at 4% or $17,435 at 6%; with 50% employer match about $17,435 at 4% or $11,624 at 6%; with 100% employer match about $13,077 at 4% or $8,718 at 6%. |
| 2004 | 1 | 13,220 | $10,701,152 | $13,178,338 | $997iApproximate average salary by contribution assumption: employee only about $24,921 at 4% or $16,614 at 6%; with 50% employer match about $16,614 at 4% or $11,076 at 6%; with 100% employer match about $12,461 at 4% or $8,307 at 6%. |
| Ocea Health and Welfare Trust | - | 13,220 | $10,701,152 | $13,178,338 | $997iApproximate average salary by contribution assumption: employee only about $24,921 at 4% or $16,614 at 6%; with 50% employer match about $16,614 at 4% or $11,076 at 6%; with 100% employer match about $12,461 at 4% or $8,307 at 6%. |
| 2003 | 1 | 0 | $10,261,212 | $13,235,253 | - |
| Ocea Health and Welfare Trust | - | 0 | $10,261,212 | $13,235,253 | - |
| 2002 | 1 | 13,425 | $9,813,012 | $12,430,720 | $926iApproximate average salary by contribution assumption: employee only about $23,148 at 4% or $15,432 at 6%; with 50% employer match about $15,432 at 4% or $10,288 at 6%; with 100% employer match about $11,574 at 4% or $7,716 at 6%. |
| Ocea Health and Welfare Trust | - | 13,425 | $9,813,012 | $12,430,720 | $926iApproximate average salary by contribution assumption: employee only about $23,148 at 4% or $15,432 at 6%; with 50% employer match about $15,432 at 4% or $10,288 at 6%; with 100% employer match about $11,574 at 4% or $7,716 at 6%. |
| 2001 | 1 | 12,600 | $8,971,340 | $9,325,689 | $740iApproximate average salary by contribution assumption: employee only about $18,503 at 4% or $12,336 at 6%; with 50% employer match about $12,336 at 4% or $8,224 at 6%; with 100% employer match about $9,252 at 4% or $6,168 at 6%. |
| Ocea Health and Welfare Trust | - | 12,600 | $8,971,340 | $9,325,689 | $740iApproximate average salary by contribution assumption: employee only about $18,503 at 4% or $12,336 at 6%; with 50% employer match about $12,336 at 4% or $8,224 at 6%; with 100% employer match about $9,252 at 4% or $6,168 at 6%. |
| 2000 | 1 | 12,500 | $0 | $0 | - |
| Ocea Health and Welfare Trust | - | 12,500 | - | - | - |
| 1999 | 4 | 6,273 | $0 | $0 | - |
| Supplemental Indemnity Dental Plan | - | 6,273 | - | - | - |
| Group Vision Plan | - | 1,069 | - | - | - |
| Long-Term Disability Plan | - | 2,537 | - | - | - |
| Group Prepaid Dental Plan | - | 3,388 | - | - | - |