Openlane, Inc. Plan — Form 5500 plan (Openlane, 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, Openlane, Inc. Plan is a benefit plan reported by Openlane, Inc. under EIN 20-8744739 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,720 participants and $297,528,767 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Openlane, Inc.
EIN
20-8744739
Plan number
001
Plan type
2
Location
Carmel, IN
Latest filing year
2023
Participants
4,720
End-of-year plan assets
$297,528,767

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,720H, C20241002083143NAL0004671635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$297,528,767
Total liabilities (EOY)
$32
Net assets (EOY)
$297,528,735
Net assets (BOY)
$262,622,747

Income & contributions

Employer contributions
$5,974,069
Participant contributions
$12,373,394
Total contributions
$20,415,941
Total income / additions
$70,980,574

Expenses & distributions

Benefits paid
$35,884,905
Administrative expenses
$178,412
Total expenses
$36,074,586
Net increase / (decrease)
$34,905,988

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$167,066not reported in the loaded dataset2023
Mesirow FinancialCONSULTANT$78,750not reported in the loaded dataset2023
Forvis MazarsACCOUNTANT/AUDITOR$23,100not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$90,504$02023

Related Form 5500 pages