Oapi Retirement Plan — Form 5500 plan (Otsuka America Pharmaceutical, 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, Oapi Retirement Plan is a benefit plan reported by Otsuka America Pharmaceutical, Inc. under EIN 52-1630683 and plan number 002. The latest loaded filing year is 2023. The filing reports 419 participants and $126,274,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Otsuka America Pharmaceutical, Inc.
- EIN
- 52-1630683
- Plan number
- 002
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $126,274,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241010081048NAL0020679313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,274,395
- Net assets (EOY)
- $126,274,395
- Net assets (BOY)
- $113,833,258
Income & contributions
- Employer contributions
- $4,725,000
- Total contributions
- $4,725,000
- Total income / additions
- $19,737,725
Expenses & distributions
- Benefits paid
- $6,448,404
- Administrative expenses
- $848,184
- Total expenses
- $7,296,588
- Net increase / (decrease)
- $12,441,137
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $205,281 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER/ACTUARY | $127,855 | $0 | 2023 |
| Columbia Mgmt Invstmt Advisors, LLC | INVESTMENT ADVISOR | $101,475 | not reported in the loaded dataset | 2023 |
| Rocation Investment Adv, LLC | INVESTMENT ADVISOR | $31,392 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDITOR | $28,125 | not reported in the loaded dataset | 2023 |
| Allspring Mid Value | INVESTMENT ADVISOR | $9,816 | not reported in the loaded dataset | 2023 |
| Baird Funds, Inc. | INVESTMENT ADVISOR | $8,790 | not reported in the loaded dataset | 2023 |
| Mfs Institutional Advisors | INVESTMENT ADVISOR | $8,077 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Large Cap Growth | INVESTMENT ADVISOR | $7,087 | not reported in the loaded dataset | 2023 |
| Tcw Lcg | INVESTMENT ADVISOR | $6,874 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Otsuka America Pharmaceutical, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Bank Of America — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Columbia Mgmt Invstmt Advisors, LLC — Schedule C compensation
- Rocation Investment Adv, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Allspring Mid Value — Schedule C compensation
- Baird Funds, Inc. — Schedule C compensation
- Mfs Institutional Advisors — Schedule C compensation
- Loomis Sayles Large Cap Growth — Schedule C compensation
- Tcw Lcg — Schedule C compensation