2023 Form 5500 filing — Section 401(K) Plan For Employees Of Surgalign Spine Technologies, Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627180016NAL0006583427001) for Section 401(K) Plan For Employees Of Surgalign Spine Technologies, Inc., reported by Surgalign Technologies, Inc under EIN 59-3466543 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627180016NAL0006583427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surgalign Technologies, Inc
- EIN
- 59-3466543
- Plan number
- 001
- Location
- Deerfield, IL
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,921,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,921,985
- Employer contributions
- $494,394
- Participant contributions
- $1,198,675
- Total income / additions
- $6,529,573
- Benefits paid
- $10,614,613
- Administrative expenses
- $99,294
- Total expenses
- $10,715,068
- Net increase / (decrease)
- -$4,185,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lockton Investment Advisors | NONE | $45,000 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $37,179 | not reported in the loaded dataset |
| Baker Tilly | NONE | $17,115 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |