2023 Form 5500 filing — Terumo Employee Savings And Investment 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 20250102153817NAL0001348131001) for Terumo Employee Savings And Investment Plan, reported by Terumo Americas Holding, Inc. under EIN 34-1112331 and plan number 003. It reports 5,239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250102153817NAL0001348131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terumo Americas Holding, Inc.
- EIN
- 34-1112331
- Plan number
- 003
- Location
- Somerset, NJ
- Participants
- 5,239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $721,516,515
- Total liabilities (EOY)
- $35,000
- Net assets (EOY)
- $721,481,515
- Employer contributions
- $30,411,396
- Participant contributions
- $34,641,184
- Total income / additions
- $200,489,600
- Benefits paid
- $70,810,223
- Administrative expenses
- $267,644
- Total expenses
- $71,112,864
- Net increase / (decrease)
- $129,376,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eisner Amper Llp | ACCOUNTANT/AUDITOR | $35,595 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $22,972 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,807 | $0 |