Plan5500

Onesource Employees' Retirement Pension Plan — Form 5500 plan (Onesource Holdings, LLC)

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, Onesource Employees' Retirement Pension Plan is a benefit plan reported by Onesource Holdings, LLC under EIN 13-2598740 and plan number 001. The latest loaded filing year is 2023. The filing reports 946 participants and $6,342,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onesource Holdings, LLC
EIN
13-2598740
Plan number
001
Plan type
2
Location
Sugarland, TX
Latest filing year
2023
Participants
946
End-of-year plan assets
$6,342,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023946H, C20241014175844NAL0026895633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,342,932
Total liabilities (EOY)
$0
Net assets (EOY)
$6,342,932
Net assets (BOY)
$6,174,809

Income & contributions

Total contributions
$0
Total income / additions
$646,861

Expenses & distributions

Benefits paid
$246,194
Administrative expenses
$232,544
Total expenses
$478,738
Net increase / (decrease)
$168,123

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$107,915$02023
Principal Global Investors LLCINVESTMENT ADVISORY$5,885$1,5002023

Related Form 5500 pages