2023 Form 5500 filing — The Colson Medical LLC Employees' 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 20240806132412NAL0005270978001) for The Colson Medical LLC Employees' Retirement Plan, reported by Colson Medical LLC under EIN 84-2860690 and plan number 001. It reports 1,685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806132412NAL0005270978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colson Medical LLC
- EIN
- 84-2860690
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,685
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $169,310,043
- Total liabilities (EOY)
- $26,278
- Net assets (EOY)
- $169,283,765
- Employer contributions
- $6,627,762
- Participant contributions
- $8,833,991
- Total income / additions
- $43,957,073
- Benefits paid
- $15,173,552
- Administrative expenses
- $99,791
- Total expenses
- $15,273,628
- Net increase / (decrease)
- $28,683,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Inc. | CONSULTANT | $86,520 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $42,161 | not reported in the loaded dataset |
| Grant Thornton | ACCOUNTANT/AUDITOR | $32,500 | not reported in the loaded dataset |
| Thompson Coburn Llp | ATTORNEY/LEGAL | $11,515 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$72,905 | $0 |