Plan5500

Ortho Clinical Diagnostics 401k Plan — Form 5500 plan (Ortho Clinical Diagnostics)

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, Ortho Clinical Diagnostics 401k Plan is a benefit plan reported by Ortho Clinical Diagnostics under EIN 46-5000000 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,312 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ortho Clinical Diagnostics
EIN
46-5000000
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
3,312
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,312H, C20241005121348NAL0022841776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$329,098,918

Income & contributions

Employer contributions
$9,465,447
Participant contributions
$23,570,580
Total contributions
$35,930,745
Total income / additions
$74,693,573

Expenses & distributions

Benefits paid
$37,909,645
Administrative expenses
$108,811
Total expenses
$38,049,328
Net increase / (decrease)
$36,644,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncSERVICE PROVIDER$0$260,8432023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$79,600$02023
Morningstar Investment ManagementSERVICE PROVIDER$17,541not reported in the loaded dataset2023
Voya Retirement Advisors, LLCSERVICE PROVIDER$11,670not reported in the loaded dataset2023

Related Form 5500 pages