2023 Form 5500 filing — Onex Retirement Savings Plan (U.S.)
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 20250429114659NAL0000471201001) for Onex Retirement Savings Plan (U.S.), reported by Onex Credit Partners, LLC under EIN 20-3774005 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250429114659NAL0000471201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Onex Credit Partners, LLC
- EIN
- 20-3774005
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,755,014
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,755,014
- Employer contributions
- $311,564
- Participant contributions
- $3,120,439
- Total income / additions
- $8,523,922
- Benefits paid
- $2,092,028
- Administrative expenses
- $81,601
- Total expenses
- $2,184,240
- Net increase / (decrease)
- $6,339,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $45,953 | not reported in the loaded dataset |
| Nfp Retirement Inc | ADVISOR | $35,648 | not reported in the loaded dataset |