The Colson Medical LLC Employees' Retirement Plan — Form 5500 plan (Colson Medical 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, The Colson Medical LLC Employees' Retirement Plan is a benefit plan reported by Colson Medical LLC under EIN 84-2860690 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,685 participants and $169,310,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colson Medical LLC
- EIN
- 84-2860690
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,685
- End-of-year plan assets
- $169,310,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,685 | H, C | 20240806132412NAL0005270978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $169,310,043
- Total liabilities (EOY)
- $26,278
- Net assets (EOY)
- $169,283,765
- Net assets (BOY)
- $140,600,320
Income & contributions
- Employer contributions
- $6,627,762
- Participant contributions
- $8,833,991
- Total contributions
- $17,927,350
- Total income / additions
- $43,957,073
Expenses & distributions
- Benefits paid
- $15,173,552
- Administrative expenses
- $99,791
- Total expenses
- $15,273,628
- Net increase / (decrease)
- $28,683,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Inc. | CONSULTANT | $86,520 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $42,161 | not reported in the loaded dataset | 2023 |
| Grant Thornton | ACCOUNTANT/AUDITOR | $32,500 | not reported in the loaded dataset | 2023 |
| Thompson Coburn Llp | ATTORNEY/LEGAL | $11,515 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$72,905 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colson Medical LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mercer Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Grant Thornton — Schedule C compensation
- Thompson Coburn Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation