2023 Form 5500 filing — Blistex Retirement Savings 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 20241014201825NAL0013820083001) for Blistex Retirement Savings Plan, reported by Blistex Inc under EIN 36-2094164 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014201825NAL0013820083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blistex Inc
- EIN
- 36-2094164
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,911,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,911,674
- Employer contributions
- $1,985,683
- Participant contributions
- $1,107,902
- Total income / additions
- $11,222,182
- Benefits paid
- $7,021,460
- Administrative expenses
- $53,354
- Total expenses
- $7,094,006
- Net increase / (decrease)
- $4,128,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $45,059 | not reported in the loaded dataset |
| Oneamerica Investment Advisory Serv | NONE | $8,295 | not reported in the loaded dataset |
| Matrix Trust Company N.A. | NONE | $0 | $0 |