2023 Form 5500 filing — Starkey Laboratories, Inc. Employee 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 20250314145937NAL0011903987001) for Starkey Laboratories, Inc. Employee Retirement Plan, reported by Starkey Laboratories, Inc. under EIN 41-0913126 and plan number 001. It reports 2,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314145937NAL0011903987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Starkey Laboratories, Inc.
- EIN
- 41-0913126
- Plan number
- 001
- Location
- Eden Prairie, MN
- Participants
- 2,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $266,826,527
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $266,826,527
- Employer contributions
- $5,522,859
- Participant contributions
- $13,116,601
- Total income / additions
- $60,133,234
- Benefits paid
- $20,094,191
- Administrative expenses
- $209,693
- Total expenses
- $20,320,858
- Net increase / (decrease)
- $39,812,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $209,693 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |