2023 Form 5500 filing — Orscheln Industries Retirement Program
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 20241014111237NAL0013186003001) for Orscheln Industries Retirement Program, reported by Orscheln Industries under EIN 43-1465246 and plan number 001. It reports 2,534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111237NAL0013186003001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Orscheln Industries
- EIN
- 43-1465246
- Plan number
- 001
- Location
- Moberly, MO
- Participants
- 2,534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,753,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,753,240
- Employer contributions
- $1,391,692
- Participant contributions
- $3,022,179
- Total income / additions
- $15,214,141
- Benefits paid
- $9,779,833
- Administrative expenses
- $225,464
- Total expenses
- $10,005,297
- Net increase / (decrease)
- $5,208,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER5 | $131,991 | $0 |
| Creative Planning LLC | NONE | $38,802 | not reported in the loaded dataset |
| Williams-Keepers, LLC | AUDITOR | $16,500 | not reported in the loaded dataset |