2023 Form 5500 filing — Karl Storz Endoscopy-America, Inc. Employee 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 20241015124020NAL0028450881001) for Karl Storz Endoscopy-America, Inc. Employee Savings Plan, reported by Karl Storz Endoscopy-America, Inc. under EIN 95-2678449 and plan number 001. It reports 2,888 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124020NAL0028450881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Karl Storz Endoscopy-America, Inc.
- EIN
- 95-2678449
- Plan number
- 001
- Location
- El Segundo, CA
- Participants
- 2,888
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $403,503,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $403,503,054
- Employer contributions
- $8,508,983
- Participant contributions
- $20,098,093
- Total income / additions
- $95,281,136
- Benefits paid
- $28,647,416
- Administrative expenses
- $620,060
- Total expenses
- $29,268,099
- Net increase / (decrease)
- $66,013,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $479,469 | $0 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $84,614 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $55,977 | not reported in the loaded dataset |