Ovivo 401(K) Plan — Form 5500 plan (Ovivo Usa 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, Ovivo 401(K) Plan is a benefit plan reported by Ovivo Usa LLC under EIN 76-0742644 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $44,270,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ovivo Usa LLC
- EIN
- 76-0742644
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $44,270,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20241015150621NAL0050087760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,270,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,270,568
- Net assets (BOY)
- $37,519,328
Income & contributions
- Employer contributions
- $1,007,075
- Participant contributions
- $2,477,108
- Total contributions
- $4,118,081
- Total income / additions
- $10,382,607
Expenses & distributions
- Benefits paid
- $3,539,189
- Administrative expenses
- $92,178
- Total expenses
- $3,631,367
- Net increase / (decrease)
- $6,751,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $92,178 | $0 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $47,051 | 2023 |