The Terumo Retirement Plan — Form 5500 plan (Terumo Americas Holding 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, The Terumo Retirement Plan is a benefit plan reported by Terumo Americas Holding Inc. under EIN 34-1112331 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,251 participants and $62,108,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terumo Americas Holding Inc.
- EIN
- 34-1112331
- Plan number
- 001
- Plan type
- 2
- Location
- Somerset, NJ
- Latest filing year
- 2023
- Participants
- 2,251
- End-of-year plan assets
- $62,108,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,251 | H, C | 20241015080242NAL0014220851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,108,398
- Total liabilities (EOY)
- $33,000
- Net assets (EOY)
- $62,075,398
- Net assets (BOY)
- $76,476,924
Income & contributions
- Total contributions
- $0
- Total income / additions
- $6,953,096
Expenses & distributions
- Benefits paid
- $19,096,696
- Administrative expenses
- $2,257,926
- Total expenses
- $21,354,622
- Net increase / (decrease)
- -$14,401,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa, Inc. | NONE | $272,782 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $146,300 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $43,349 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $40,606 | not reported in the loaded dataset | 2023 |
| Ballard Spahr, Llp | NONE | $36,567 | not reported in the loaded dataset | 2023 |
| Eisneramper Llp | NONE | $33,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Terumo Americas Holding Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Somerset, NJ
- Aon Investments Usa, Inc. — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Ballard Spahr, Llp — Schedule C compensation
- Eisneramper Llp — Schedule C compensation