2023 Form 5500 filing — Ionics, Incorporated 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 20241014173621NAL0027994497001) for Ionics, Incorporated Retirement Plan, reported by Veolia Water Technologies & Solutions under EIN 04-2068530 and plan number 001. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173621NAL0027994497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Veolia Water Technologies & Solutions
- EIN
- 04-2068530
- Plan number
- 001
- Location
- Trevose, PA
- Participants
- 555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,689,916
- Total liabilities (EOY)
- $93,108
- Net assets (EOY)
- $34,596,808
- Total income / additions
- $3,326,628
- Benefits paid
- $1,917,306
- Administrative expenses
- $347,117
- Total expenses
- $2,264,423
- Net increase / (decrease)
- $1,062,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Investment | NONE | $146,600 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $130,876 | not reported in the loaded dataset |
| Deloitte Consulting Llp | NONE | $77,100 | not reported in the loaded dataset |
| Ivins Phillips & Barker | NONE | $62,342 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $18,280 | not reported in the loaded dataset |