Orthopaedic Solutions Management 401(K) Plan — Form 5500 plan (Orthopaedic Solutions Management, 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, Orthopaedic Solutions Management 401(K) Plan is a benefit plan reported by Orthopaedic Solutions Management, LLC under EIN 59-2929608 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,582 participants and $124,856,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Solutions Management, LLC
EIN
59-2929608
Plan number
001
Plan type
3
Location
Temple Terrace, FL
Latest filing year
2023
Participants
1,582
End-of-year plan assets
$124,856,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,582H, C20241112145355NAL0026575984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$124,856,771
Total liabilities (EOY)
$0
Net assets (EOY)
$124,856,771
Net assets (BOY)
$95,361,873

Income & contributions

Employer contributions
$5,046,845
Participant contributions
$7,534,820
Total contributions
$17,024,116
Total income / additions
$34,052,594

Expenses & distributions

Benefits paid
$4,473,661
Administrative expenses
$84,035
Total expenses
$4,557,696
Net increase / (decrease)
$29,494,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bks Retirement ServicesNONE$42,250not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$29,831$402023
Deloitte Tax LlpNONE$11,655not reported in the loaded dataset2023

Related Form 5500 pages