Orthopedic One, Inc. 401(K) Plan — Form 5500 plan (Orthopedic One, 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, Orthopedic One, Inc. 401(K) Plan is a benefit plan reported by Orthopedic One, Inc. under EIN 20-0503812 and plan number 001. The latest loaded filing year is 2023. The filing reports 765 participants and $136,304,619 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopedic One, Inc.
EIN
20-0503812
Plan number
001
Plan type
2
Location
Westerville, OH
Latest filing year
2023
Participants
765
End-of-year plan assets
$136,304,619

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023765H, C20241014110713NAL0013179411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$136,304,619
Total liabilities (EOY)
$0
Net assets (EOY)
$136,304,619
Net assets (BOY)
$114,745,040

Income & contributions

Employer contributions
$5,456,526
Participant contributions
$4,097,496
Total contributions
$10,193,260
Total income / additions
$29,082,032

Expenses & distributions

Benefits paid
$7,501,040
Administrative expenses
$21,413
Total expenses
$7,522,453
Net increase / (decrease)
$21,559,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$21,413not reported in the loaded dataset2023

Related Form 5500 pages