Plan5500

Osborn Retirement Plan — Form 5500 plan (Osborn 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, Osborn Retirement Plan is a benefit plan reported by Osborn LLC under EIN 83-0905279 and plan number 010. The latest loaded filing year is 2023. The filing reports 162 participants and $338,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osborn LLC
EIN
83-0905279
Plan number
010
Plan type
2
Location
Richmond, IN
Latest filing year
2023
Participants
162
End-of-year plan assets
$338,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241011132239NAL0010959059003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$338,166
Net assets (EOY)
$338,166
Net assets (BOY)
$6,170,595

Income & contributions

Total income / additions
$238,543

Expenses & distributions

Benefits paid
$5,549,211
Administrative expenses
$521,761
Total expenses
$6,070,972
Net increase / (decrease)
-$5,832,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCACTUARY$390,193not reported in the loaded dataset2023
Cliftonlarsonallen LlpAUDITOR$36,225not reported in the loaded dataset2023
Associated Trust Company NaNONE$9,261not reported in the loaded dataset2023

Related Form 5500 pages