Blistex Retirement Savings Plan — Form 5500 plan (Blistex 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, Blistex Retirement Savings Plan is a benefit plan reported by Blistex Inc under EIN 36-2094164 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $57,911,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blistex Inc
- EIN
- 36-2094164
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $57,911,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241014201825NAL0013820083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,911,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,911,674
- Net assets (BOY)
- $53,783,498
Income & contributions
- Employer contributions
- $1,985,683
- Participant contributions
- $1,107,902
- Total contributions
- $3,093,585
- Total income / additions
- $11,222,182
Expenses & distributions
- Benefits paid
- $7,021,460
- Administrative expenses
- $53,354
- Total expenses
- $7,094,006
- Net increase / (decrease)
- $4,128,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $45,059 | not reported in the loaded dataset | 2023 |
| Oneamerica Investment Advisory Serv | NONE | $8,295 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company N.A. | NONE | $0 | $0 | 2023 |