Oerlikon Usa Holding, Inc. Pension Plan — Form 5500 plan (Oerlikon Usa Holding, 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, Oerlikon Usa Holding, Inc. Pension Plan is a benefit plan reported by Oerlikon Usa Holding, Inc. under EIN 95-2549713 and plan number 002. The latest loaded filing year is 2023. The filing reports 924 participants and $33,558,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oerlikon Usa Holding, Inc.
- EIN
- 95-2549713
- Plan number
- 002
- Plan type
- 2
- Location
- Export, PA
- Latest filing year
- 2023
- Participants
- 924
- End-of-year plan assets
- $33,558,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 924 | H, C | 20241015161858NAL0016862595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,558,059
- Total liabilities (EOY)
- $52,780
- Net assets (EOY)
- $33,505,279
- Net assets (BOY)
- $32,957,748
Income & contributions
- Employer contributions
- $1,192,707
- Total contributions
- $1,192,707
- Total income / additions
- $5,156,858
Expenses & distributions
- Benefits paid
- $3,532,199
- Administrative expenses
- $1,077,128
- Total expenses
- $4,609,327
- Net increase / (decrease)
- $547,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Mgmt Trust Co | TRUSTEE | $137,427 | not reported in the loaded dataset | 2023 |
| Fid Inst Asset Mgmt Co | INV MANAGEMENT | $136,629 | not reported in the loaded dataset | 2023 |
| Buck/Conduent Consultants | ACTUARY | $73,429 | not reported in the loaded dataset | 2023 |
| Schneider Downs | AUDIT | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oerlikon Usa Holding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Export, PA
- Fid Mgmt Trust Co — Schedule C compensation
- Fid Inst Asset Mgmt Co — Schedule C compensation
- Buck/Conduent Consultants — Schedule C compensation
- Schneider Downs — Schedule C compensation