Fresenius Kabi Usa, LLC Savings & Ret Plan — Form 5500 plan (Fresenius Kabi Usa, 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, Fresenius Kabi Usa, LLC Savings & Ret Plan is a benefit plan reported by Fresenius Kabi Usa, LLC under EIN 30-0431740 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,147 participants and $499,521,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fresenius Kabi Usa, LLC
- EIN
- 30-0431740
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Zurich, IL
- Latest filing year
- 2023
- Participants
- 5,147
- End-of-year plan assets
- $499,521,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,147 | H, C | 20241015125524NAL0047998864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $499,521,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $499,521,948
- Net assets (BOY)
- $421,351,198
Income & contributions
- Employer contributions
- $12,988,658
- Participant contributions
- $35,979,888
- Total contributions
- $56,338,041
- Total income / additions
- $119,874,746
Expenses & distributions
- Benefits paid
- $41,308,639
- Administrative expenses
- $360,481
- Total expenses
- $41,703,996
- Net increase / (decrease)
- $78,170,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $236,555 | $0 | 2023 |
| Raymond James | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Plante Moran Pllc | NONE | $27,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fresenius Kabi Usa, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Lake Zurich, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Raymond James — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation
- Plante Moran Pllc — Schedule C compensation