Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OCLC, INC.
EIN 31-0734115computer softwareLatest filing 2024
Plans
5
Retirement
3
$318.4M assets
Welfare
2
$1.1M premiums
Participants
5,008
6565 KILGOUR PLACE - DUBLIN, OH 430173395614-764-6000oclc.orgLinkedIn1001-5000 employeescomputer software
Retirement portfolio analytics
3 plans aggregated / $318.4M assets / 3,755 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.1M premiums / 1,259 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$968K
- Life$959K
- Long-term disability$947K
- Vision$143K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- HARTFORD LIFE AND ACCIDENT85%
- VISION SERVICE PLAN13%
- COMPSYCH1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
99%top
- HUNTINGTON INSURANCE INC99%
- MARSH & MCLENNAN AGENCY LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
OCLC MATCHING THRIFT PLAN
401k
Assets$174.0M
Participants1,422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OCLC RETIREMENT PLAN
403b
Assets$120.3M
Participants1,326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OCLC SUPPLEMENTAL PLAN
403b
Assets$24.2M
Participants1,007
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
OCLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.1M
Covered lives918
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
OCLC RETIREE WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$12K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | OCLC MATCHING THRIFT PLAN | 401k | $174.0M | 1,422 | 2024 | |
| 001 | OCLC RETIREMENT PLAN | 403b | $120.3M | 1,326 | 2024 | |
| 002 | OCLC SUPPLEMENTAL PLAN | 403b | $24.2M | 1,007 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | OCLC EMPLOYEE WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.1M | 918 | 2024 | |
| 516 | OCLC RETIREE WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $12K | 341 | 2024 |
Retirement plans
Welfare plans