Onex Retirement Savings Plan (U.S.) — Form 5500 plan (Onex Credit Partners, 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, Onex Retirement Savings Plan (U.S.) is a benefit plan reported by Onex Credit Partners, LLC under EIN 20-3774005 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $22,755,014 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onex Credit Partners, LLC
EIN
20-3774005
Plan number
001
Plan type
2
Location
Englewood Cliffs, NJ
Latest filing year
2023
Participants
235
End-of-year plan assets
$22,755,014

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20250429114659NAL0000471201001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,755,014
Total liabilities (EOY)
$0
Net assets (EOY)
$22,755,014
Net assets (BOY)
$16,415,332

Income & contributions

Employer contributions
$311,564
Participant contributions
$3,120,439
Total contributions
$4,516,824
Total income / additions
$8,523,922

Expenses & distributions

Benefits paid
$2,092,028
Administrative expenses
$81,601
Total expenses
$2,184,240
Net increase / (decrease)
$6,339,682

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$45,953not reported in the loaded dataset2023
Nfp Retirement IncADVISOR$35,648not reported in the loaded dataset2023

Related Form 5500 pages