Orthofix 401(K) Retirement Plan — Form 5500 plan (Orthofix 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, Orthofix 401(K) Retirement Plan is a benefit plan reported by Orthofix Inc. under EIN 75-2068036 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,058 participants and $95,042,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthofix Inc.
- EIN
- 75-2068036
- Plan number
- 001
- Plan type
- 2
- Location
- Lewisville, TX
- Latest filing year
- 2023
- Participants
- 1,058
- End-of-year plan assets
- $95,042,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,058 | H, C | 20241015103514NAL0029268177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,042,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,042,064
- Net assets (BOY)
- $80,637,381
Income & contributions
- Employer contributions
- $3,397,886
- Participant contributions
- $7,019,679
- Total contributions
- $10,989,463
- Total income / additions
- $25,156,989
Expenses & distributions
- Benefits paid
- $10,473,903
- Administrative expenses
- $167,667
- Total expenses
- $10,752,306
- Net increase / (decrease)
- $14,404,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $73,935 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | OTHER | $46,875 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | ATTORNEY | $45,257 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $1,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthofix Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lewisville, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation