2023 Form 5500 filing — Omron Savings And Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627154219NAL0010533217001) for Omron Savings And Retirement Plan, reported by Omron Management Center Of America, Inc. under EIN 52-1620292 and plan number 002. It reports 2,047 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627154219NAL0010533217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Omron Management Center Of America, Inc.
- EIN
- 52-1620292
- Plan number
- 002
- Location
- Hoffman Estates, IL
- Participants
- 2,047
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $270,444,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,444,996
- Employer contributions
- $10,664,640
- Participant contributions
- $14,329,175
- Total income / additions
- $68,697,970
- Benefits paid
- $28,424,325
- Administrative expenses
- $224,035
- Total expenses
- $28,650,063
- Net increase / (decrease)
- $40,047,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $124,582 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $99,453 | $0 |