2023 Form 5500 filing — Octapharma Usa, Inc. Retirement 401(K) Plan
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 20240728055255NAL0011569219001) for Octapharma Usa, Inc. Retirement 401(K) Plan, reported by Octapharma Usa, Inc. under EIN 75-3113527 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240728055255NAL0011569219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Octapharma Usa, Inc.
- EIN
- 75-3113527
- Plan number
- 001
- Location
- Paramus, NJ
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,116,233
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,116,233
- Employer contributions
- $1,404,134
- Participant contributions
- $2,009,825
- Total income / additions
- $7,038,892
- Benefits paid
- $1,194,932
- Administrative expenses
- $68,180
- Total expenses
- $1,263,112
- Net increase / (decrease)
- $5,775,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,453 | $0 |
| Marietta Wealth Management | INVESTMENT ADVISORY | $0 | $40,558 |
| Ascensus | CONTRACT ADMINISTRATOR | $2,740 | $9,397 |