Orora Visual Retirement Savings Plan — Form 5500 plan (Orora Visual, 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, Orora Visual Retirement Savings Plan is a benefit plan reported by Orora Visual, LLC under EIN 81-4527668 and plan number 001. The latest loaded filing year is 2023. The filing reports 674 participants and $37,258,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orora Visual, LLC
- EIN
- 81-4527668
- Plan number
- 001
- Plan type
- 2
- Location
- Mesquite, TX
- Latest filing year
- 2023
- Participants
- 674
- End-of-year plan assets
- $37,258,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 674 | H, C | 20241008233322NAL0018433697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,258,345
- Total liabilities (EOY)
- $12,664
- Net assets (EOY)
- $37,245,681
- Net assets (BOY)
- $32,063,097
Income & contributions
- Employer contributions
- $660,042
- Participant contributions
- $1,986,598
- Total contributions
- $2,924,609
- Total income / additions
- $7,850,485
Expenses & distributions
- Benefits paid
- $2,621,942
- Administrative expenses
- $45,959
- Total expenses
- $2,667,901
- Net increase / (decrease)
- $5,182,584
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | THIRD PARTY ADMIN | $0 | $16,716 | 2023 |
| Voya Retirement Insurance Annuity C | SERVICE PROVIDER | $7,273 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $7,273 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $5,584 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orora Visual, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mesquite, TX
- Ascensus — Schedule C compensation
- Voya Retirement Insurance Annuity C — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Morningstar — Schedule C compensation