Brainlab, Inc. 401(K) Plan — Form 5500 plan (Brainlab, Inc.)
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, Brainlab, Inc. 401(K) Plan is a benefit plan reported by Brainlab, Inc. under EIN 91-1934839 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $65,014,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brainlab, Inc.
- EIN
- 91-1934839
- Plan number
- 001
- Plan type
- 2
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $65,014,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20240903124845NAL0030751280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,014,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,014,775
- Net assets (BOY)
- $50,171,757
Income & contributions
- Employer contributions
- $1,379,014
- Participant contributions
- $3,703,639
- Total contributions
- $5,645,206
- Total income / additions
- $16,518,754
Expenses & distributions
- Benefits paid
- $2,146,074
- Administrative expenses
- $43,882
- Total expenses
- $2,189,956
- Net increase / (decrease)
- $14,328,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | SERVICE PROVIDER | $0 | $51,034 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $15,115 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $11,285 | not reported in the loaded dataset | 2023 |
| Seldon Fox | SERVICE PROVIDER | $10,039 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $7,443 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brainlab, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westchester, IL
- Ubs Financial Services Inc — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Seldon Fox — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation