Octapharma Usa, Inc. Retirement 401(K) Plan — Form 5500 plan (Octapharma Usa, 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, Octapharma Usa, Inc. Retirement 401(K) Plan is a benefit plan reported by Octapharma Usa, Inc. under EIN 75-3113527 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $23,116,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Octapharma Usa, Inc.
EIN
75-3113527
Plan number
001
Plan type
2
Location
Paramus, NJ
Latest filing year
2023
Participants
155
End-of-year plan assets
$23,116,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20240728055255NAL0011569219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,116,233
Total liabilities (EOY)
$0
Net assets (EOY)
$23,116,233
Net assets (BOY)
$17,340,453

Income & contributions

Employer contributions
$1,404,134
Participant contributions
$2,009,825
Total contributions
$3,814,115
Total income / additions
$7,038,892

Expenses & distributions

Benefits paid
$1,194,932
Administrative expenses
$68,180
Total expenses
$1,263,112
Net increase / (decrease)
$5,775,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,453$02023
Marietta Wealth ManagementINVESTMENT ADVISORY$0$40,5582023
AscensusCONTRACT ADMINISTRATOR$2,740$9,3972023

Related Form 5500 pages