Simcorp Usa Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Simcorp Usa Inc. (EIN 13-4135820) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4135820
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Simcorp Usa Inc.

  • 2 loaded plans hold $25.8M in reported assets.
  • The largest, Simcorp Usa Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 345 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.8MSummed across loaded plans$25,773,323
Total reported assets$25.8M$25,773,323
Total reported participants345
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$25.8M total assets
Net assets$25.8MLiabilities
Contributions & income
Employer contributions$785.7K
Participant contributions$2.1M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Simcorp Usa Inc. 401(K) Plan
Participants per plan173Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 195 participants · 2023
  2. 2
    Simcorp Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 150 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Simcorp Usa Inc.. Open one for its full reported snapshot.

  1. 2023
    Simcorp Health And Welfare Benefit Plan150 participants · 2No schedules
    View filing →
  2. 2023
    Simcorp Usa Inc. 401(K) Plan195 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Simcorp Usa Inc. report on Form 5500?
Simcorp Usa Inc. (EIN 13-4135820) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Simcorp Usa Inc.?
The Employer Identification Number (EIN) reported for Simcorp Usa Inc. is 13-4135820.
What is the latest Form 5500 filing year for Simcorp Usa Inc.?
The latest loaded Form 5500 filing year for Simcorp Usa Inc. is 2023.

Related Form 5500 pages