2023 Form 5500 filing — The Colson Medical LLC Employees' Retirement 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 20240806132412NAL0005270978001) for The Colson Medical LLC Employees' Retirement Plan, reported by Colson Medical LLC under EIN 84-2860690 and plan number 001. It reports 1,685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$169.3MReported net assets$169,283,765

Participants1.7K1,685

Provider compensation$99.8K5 Schedule C row(s)$99,791

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240806132412NAL0005270978001
Plan sponsor: Colson Medical LLC
EIN: 84-2860690
Plan number: 001
Location: Chicago, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$169.3M total assets

Net assets$169.3MLiabilities$26.3K

Money in vs. money out

Total income / additions$44M

Total expenses$15.3M

Benefits paid / distributions$15.2M

Contributions

Employer$6.6M

Participant$8.8M

Full reported line items

Total assets (EOY): $169,310,043
Total liabilities (EOY): $26,278
Net assets (EOY): $169,283,765
Employer contributions: $6,627,762
Participant contributions: $8,833,991
Total income / additions: $43,957,073
Benefits paid: $15,173,552
Administrative expenses: $99,791
Total expenses: $15,273,628
Net increase / (decrease): $28,683,445

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Mercer Inc.$86.5K
CONSULTANT · Direct $86.5K
2
Strategic Advisors, Inc.$42.2K
ADVISOR · Direct $42.2K
3
Grant Thornton$32.5K
ACCOUNTANT/AUDITOR · Direct $32.5K
4
Thompson Coburn Llp$11.5K
ATTORNEY/LEGAL · Direct $11.5K
5
Fidelity Investments Institutional-$72.9K
RECORDKEEPER · Direct -$72.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806132412NAL0005270978001 cover?: It is the 2023 Form 5500 filing for The Colson Medical LLC Employees' Retirement Plan, reported by Colson Medical LLC (EIN 84-2860690).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).