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Form 5500 · Retirement plan · NEW ORLEANS, LA

OCHSNER CLINIC FOUNDATION

The filing calls this plan OCHSNER CLINIC FOUNDATION 403(B) PLAN.

OCHSNER CLINIC FOUNDATION of NEW ORLEANS, LA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0502505 · plan 003 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
33,867
Contracts on file
2
Contract value
$3,663,065
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE VARIABLE ANNUITY LIFE INSURANCE CO..

The contracts held $3,663,065 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC402December$3,078,128$0
TIAA-CREFAnnuity / GIC2December$584,937$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
OCHSNER CLINIC FOUNDATION
EIN 72-0502505
VANGUARD ADVISERS INC.
Named on Schedule C · EIN 23-2811930
$105,984
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 23 employees, 1 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
23
Hours worked
42,476
Recordable cases
1
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$193,859,108
Paid out in benefits
$14,770,525
Participants at the start of the year
33,867
Participants with account balances
4,924

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 72-1396621
CARR, RIGGS & INGRAM, L.L.C.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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