Ams Osram Savings Plan — Form 5500 plan (Osram Sylvania Inc.)
Plain-English plan 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, Ams Osram Savings Plan is a benefit plan reported by Osram Sylvania Inc. under EIN 04-3349012 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,085 participants and $461,503,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osram Sylvania Inc.
- EIN
- 04-3349012
- Plan number
- 002
- Plan type
- 2
- Location
- Hillsboro, NH
- Latest filing year
- 2023
- Participants
- 3,085
- End-of-year plan assets
- $461,503,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,085 | H, C | 20260129145933NAL0005688833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,503,498
- Total liabilities (EOY)
- $678,619
- Net assets (EOY)
- $460,824,879
- Net assets (BOY)
- $442,829,553
Income & contributions
- Employer contributions
- $6,234,605
- Participant contributions
- $9,311,056
- Total contributions
- $16,431,669
- Total income / additions
- $74,063,795
Expenses & distributions
- Benefits paid
- $55,310,335
- Administrative expenses
- $758,134
- Total expenses
- $56,068,469
- Net increase / (decrease)
- $17,995,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $413,263 | not reported in the loaded dataset | 2023 |
| Invesco Advisors, Inc. | NONE | $168,318 | $0 | 2023 |
| Ssbt | NONE | $155,977 | not reported in the loaded dataset | 2023 |
| Ssga | NONE | $129,712 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Financial Advisors | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Black Rock Financial | NONE | $25,016 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $14,175 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Osram Sylvania Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Hillsboro, NH
- Alight Solutions LLC — Schedule C compensation
- Invesco Advisors, Inc. — Schedule C compensation
- Ssbt — Schedule C compensation
- Ssga — Schedule C compensation
- Aon Hewitt Financial Advisors — Schedule C compensation
- Black Rock Financial — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation