Ricoh Defined Benefit Plans Master Retirement Trust — Form 5500 plan (Ricoh Usa, 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, Ricoh Defined Benefit Plans Master Retirement Trust is a benefit plan reported by Ricoh Usa, Inc. under EIN 23-0334400 and plan number 015. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $568,225,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ricoh Usa, Inc.
- EIN
- 23-0334400
- Plan number
- 015
- Plan type
- 4
- Location
- Exton, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $568,225,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241009134944NAL0018472737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $568,225,644
- Total liabilities (EOY)
- $3,135,991
- Net assets (EOY)
- $565,089,653
- Net assets (BOY)
- $532,283,309
Income & contributions
- Total contributions
- $0
- Total income / additions
- $57,640,566
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $6,292,939
- Total expenses
- $6,292,939
- Net increase / (decrease)
- $51,347,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc | NONE | $3,701,923 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $302,061 | not reported in the loaded dataset | 2023 |
| Income Research & Management Inc. | NONE | $191,729 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Partners Ltd | NONE | $170,883 | $0 | 2023 |
| Northern Trust Company | TRUSTEE | $148,716 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting | NONE | $143,150 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $83,574 | $0 | 2023 |
| State Street Global Advisors | NONE | $80,445 | $0 | 2023 |
| Grant Thornton Llp | NONE | $61,000 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management Corp. | NONE | $20,599 | $0 | 2023 |
| Alight Solution LLC | NONE | $20,280 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Groups (Us) Inc | NONE | $18,276 | $0 | 2023 |
| Pension Benefit Information | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| Ballard Spahr Andrews & Ingersoll | NONE | $7,768 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ricoh Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Exton, PA
- Aon Consulting, Inc — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Income Research & Management Inc. — Schedule C compensation
- Mondrian Investment Partners Ltd — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Mellon Capital Management Corp. — Schedule C compensation
- Alight Solution LLC — Schedule C compensation
- Mondrian Investment Groups (Us) Inc — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Ballard Spahr Andrews & Ingersoll — Schedule C compensation