Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OOCL (USA) INC.
EIN 13-4934630Transportation and WarehousingLatest filing 2024
Plans
4
Retirement
3
$269.6M assets
Welfare
1
$734K premiums
Participants
1,767
10913 SOUTH RIVER FRONT PARKWAY, STE 200 - SOUTH JORDAN, UT 84095801-302-6777
Retirement portfolio analytics
3 plans aggregated / $269.6M assets / 1,256 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- MILLIMAN, INC.97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $734K premiums / 725 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$378K
- Other$356K
- Life$340K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA54%
- RELIASTAR LIFE INSURANCE COMPANY46%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
OOCL (USA) INC. SAVINGS PLAN
401k
Assets$164.2M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
OOCL (USA) INC. DEFINED CONTRIBUTION PENSION PLAN
MoneyPurchase
Assets$97.4M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
OOCL (USA) INC. LOCAL 63 401(K) SAVINGS PLAN
401k
Assets$8.1M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OOCL (USA) INC. EMPLOYEE BENEFIT PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$734K
Covered lives725
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | OOCL (USA) INC. SAVINGS PLAN | 401k | $164.2M | 616 | 2024 | |
| 009 | OOCL (USA) INC. DEFINED CONTRIBUTION PENSION PLAN | MoneyPurchase | $97.4M | 602 | 2024 | |
| 008 | OOCL (USA) INC. LOCAL 63 401(K) SAVINGS PLAN | 401k | $8.1M | 38 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OOCL (USA) INC. EMPLOYEE BENEFIT PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $734K | 725 | 2024 |
Retirement plans
Welfare plans