2023 Form 5500 filing — Oerlikon Usa Holding, Inc. Pension 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 20241015161858NAL0016862595001) for Oerlikon Usa Holding, Inc. Pension Plan, reported by Oerlikon Usa Holding, Inc. under EIN 95-2549713 and plan number 002. It reports 924 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161858NAL0016862595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oerlikon Usa Holding, Inc.
- EIN
- 95-2549713
- Plan number
- 002
- Location
- Export, PA
- Participants
- 924
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,558,059
- Total liabilities (EOY)
- $52,780
- Net assets (EOY)
- $33,505,279
- Employer contributions
- $1,192,707
- Total income / additions
- $5,156,858
- Benefits paid
- $3,532,199
- Administrative expenses
- $1,077,128
- Total expenses
- $4,609,327
- Net increase / (decrease)
- $547,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $137,427 | not reported in the loaded dataset |
| Fid Inst Asset Mgmt Co | INV MANAGEMENT | $136,629 | not reported in the loaded dataset |
| Buck/Conduent Consultants | ACTUARY | $73,429 | not reported in the loaded dataset |
| Schneider Downs | AUDIT | $25,000 | not reported in the loaded dataset |