2023 Form 5500 filing — Owens & Minor 401(K) 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 20241013220302NAL0042999360001) for Owens & Minor 401(K) Savings And Retirement Plan, reported by Owens & Minor, Inc. under EIN 54-1701843 and plan number 002. It reports 11,277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013220302NAL0042999360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Owens & Minor, Inc.
- EIN
- 54-1701843
- Plan number
- 002
- Location
- Mechanicsville, VA
- Participants
- 11,277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $888,649,199
- Total liabilities (EOY)
- $349,785,537
- Net assets (EOY)
- $538,863,662
- Employer contributions
- $15,570,330
- Participant contributions
- $29,784,534
- Total income / additions
- $131,719,375
- Benefits paid
- $69,827,495
- Administrative expenses
- $368,150
- Total expenses
- $70,235,488
- Net increase / (decrease)
- $61,483,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $202,548 | not reported in the loaded dataset |
| Captrust Financial Advisors | CONSULTANT | $84,754 | not reported in the loaded dataset |
| Fidelity Investments Inst. Oper. Co | RECORDKEEPER | $80,848 | not reported in the loaded dataset |