2023 Form 5500 filing — Orix Financial Services, Inc. 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 20241010161553NAL0020508257002) for Orix Financial Services, Inc. Retirement Plan, reported by Orix Corporation Usa under EIN 13-2507476 and plan number 002. It reports 563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161553NAL0020508257002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orix Corporation Usa
- EIN
- 13-2507476
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,498,941
- Net assets (EOY)
- $38,498,941
- Total income / additions
- $3,664,602
- Benefits paid
- $2,671,214
- Administrative expenses
- $88,817
- Total expenses
- $2,760,031
- Net increase / (decrease)
- $904,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank, Na | NONE | $88,817 | not reported in the loaded dataset |