Sulzer Employee Savings Plan — Form 5500 plan (Sulzer Us Holding 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, Sulzer Employee Savings Plan is a benefit plan reported by Sulzer Us Holding Inc. under EIN 13-3950743 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,041 participants and $488,613,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sulzer Us Holding Inc.
- EIN
- 13-3950743
- Plan number
- 003
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 3,041
- End-of-year plan assets
- $488,613,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,041 | H, C | 20241010163253NAL0036435120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $488,613,374
- Total liabilities (EOY)
- $67,649
- Net assets (EOY)
- $488,545,725
- Net assets (BOY)
- $430,661,898
Income & contributions
- Employer contributions
- $17,952,995
- Participant contributions
- $18,727,145
- Total contributions
- $38,052,015
- Total income / additions
- $113,134,730
Expenses & distributions
- Benefits paid
- $54,845,811
- Administrative expenses
- $400,060
- Total expenses
- $55,250,903
- Net increase / (decrease)
- $57,883,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset | 2023 |
| Cozen O'Connor | OTHER SERVICES | $69,824 | not reported in the loaded dataset | 2023 |
| Ham, Langston & Brezina, Llp | ACCOUNTING | $30,110 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$200,126 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sulzer Us Holding Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Capfinancial Partners, LLC — Schedule C compensation
- Cozen O'Connor — Schedule C compensation
- Ham, Langston & Brezina, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation