2023 Form 5500 filing — Ricoh Defined Benefit Plans Master Retirement Trust
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 20241009134944NAL0018472737001) for Ricoh Defined Benefit Plans Master Retirement Trust, reported by Ricoh Usa, Inc. under EIN 23-0334400 and plan number 015. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009134944NAL0018472737001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Ricoh Usa, Inc.
- EIN
- 23-0334400
- Plan number
- 015
- Location
- Exton, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $568,225,644
- Total liabilities (EOY)
- $3,135,991
- Net assets (EOY)
- $565,089,653
- Total income / additions
- $57,640,566
- Benefits paid
- $0
- Administrative expenses
- $6,292,939
- Total expenses
- $6,292,939
- Net increase / (decrease)
- $51,347,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc | NONE | $3,701,923 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $302,061 | not reported in the loaded dataset |
| Income Research & Management Inc. | NONE | $191,729 | not reported in the loaded dataset |
| Mondrian Investment Partners Ltd | NONE | $170,883 | $0 |
| Northern Trust Company | TRUSTEE | $148,716 | not reported in the loaded dataset |
| Mercer Investment Consulting | NONE | $143,150 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $83,574 | $0 |
| State Street Global Advisors | NONE | $80,445 | $0 |
| Grant Thornton Llp | NONE | $61,000 | not reported in the loaded dataset |
| Mellon Capital Management Corp. | NONE | $20,599 | $0 |
| Alight Solution LLC | NONE | $20,280 | not reported in the loaded dataset |
| Mondrian Investment Groups (Us) Inc | NONE | $18,276 | $0 |
| Pension Benefit Information | NONE | $13,125 | not reported in the loaded dataset |
| Ballard Spahr Andrews & Ingersoll | NONE | $7,768 | not reported in the loaded dataset |