2023 Form 5500 filing — Zoll Medical Corporation Employee Savings 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 20240930131124NAL0011210482001) for Zoll Medical Corporation Employee Savings Plan, reported by Zoll Medical Corporation under EIN 04-2711626 and plan number 001. It reports 6,190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930131124NAL0011210482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zoll Medical Corporation
- EIN
- 04-2711626
- Plan number
- 001
- Location
- Chelmsford, MA
- Participants
- 6,190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $648,443,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $648,443,676
- Employer contributions
- $25,458,839
- Participant contributions
- $48,159,543
- Total income / additions
- $179,795,569
- Benefits paid
- $50,384,240
- Administrative expenses
- -$497,164
- Total expenses
- $49,938,186
- Net increase / (decrease)
- $129,857,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Securities LLC | INVESTMENT ADVISOR | $198,355 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $122,214 | not reported in the loaded dataset |
| Baker Tilly Us,Llp | AUDITOR | $37,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$854,483 | $0 |