Plan5500

O.C. Tanner Retirement & Savings Plan — Form 5500 plan (O.C. Tanner Company)

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, O.C. Tanner Retirement & Savings Plan is a benefit plan reported by O.C. Tanner Company under EIN 87-0182665 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,978 participants and $328,151,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
O.C. Tanner Company
EIN
87-0182665
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
1,978
End-of-year plan assets
$328,151,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,978H, C20240925103932NAL0014188529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$328,151,782
Total liabilities (EOY)
$0
Net assets (EOY)
$328,151,782
Net assets (BOY)
$304,154,362

Income & contributions

Employer contributions
$11,041,567
Participant contributions
$11,252,194
Total contributions
$23,326,093
Total income / additions
$67,609,230

Expenses & distributions

Benefits paid
$43,335,137
Administrative expenses
$274,005
Total expenses
$43,611,810
Net increase / (decrease)
$23,997,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$119$02023

Related Form 5500 pages