Ossur Americas, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Ossur Americas, 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, Ossur Americas, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Ossur Americas, Inc. under EIN 33-0381778 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,077 participants and $75,816,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ossur Americas, Inc.
- EIN
- 33-0381778
- Plan number
- 002
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 1,077
- End-of-year plan assets
- $75,816,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,077 | H, C | 20241002172829NAL0008691681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,816,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,816,458
- Net assets (BOY)
- $60,788,112
Income & contributions
- Employer contributions
- $1,981,051
- Participant contributions
- $6,432,041
- Total contributions
- $8,983,906
- Total income / additions
- $20,424,708
Expenses & distributions
- Benefits paid
- $5,316,289
- Administrative expenses
- $80,073
- Total expenses
- $5,396,362
- Net increase / (decrease)
- $15,028,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Benefits Unlimited | TPA | $25,800 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,870 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,403 | $0 | 2023 |
| Porter & Hunt, Llp | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ossur Americas, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Pension Benefits Unlimited — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Porter & Hunt, Llp — Schedule C compensation