401(K) Plan For Sotera Health — Form 5500 plan (Sotera Health Holdings, 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, 401(K) Plan For Sotera Health is a benefit plan reported by Sotera Health Holdings, LLC under EIN 47-4076134 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,415 participants and $174,500,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sotera Health Holdings, LLC
- EIN
- 47-4076134
- Plan number
- 002
- Plan type
- 2
- Location
- Broadview Heights, OH
- Latest filing year
- 2023
- Participants
- 2,415
- End-of-year plan assets
- $174,500,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,415 | H, C | 20241003173023NAL0005966835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $174,500,269
- Net assets (EOY)
- $174,500,269
- Net assets (BOY)
- $141,364,307
Income & contributions
- Employer contributions
- $5,658,757
- Participant contributions
- $10,745,910
- Total contributions
- $17,057,039
- Total income / additions
- $43,403,819
Expenses & distributions
- Benefits paid
- $13,371,925
- Administrative expenses
- $484,054
- Total expenses
- $13,855,979
- Net increase / (decrease)
- $29,547,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $222,759 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment | NONE | $162,831 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $81,552 | not reported in the loaded dataset | 2023 |
| Meaden And Moore Ltd | NONE | $17,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sotera Health Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Broadview Heights, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Mesirow Financial Investment — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Meaden And Moore Ltd — Schedule C compensation