2023 Form 5500 filing — O.C. Tanner Retirement & Savings 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 20240925103932NAL0014188529001) for O.C. Tanner Retirement & Savings Plan, reported by O.C. Tanner Company under EIN 87-0182665 and plan number 001. It reports 1,978 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925103932NAL0014188529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O.C. Tanner Company
- EIN
- 87-0182665
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 1,978
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $328,151,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $328,151,782
- Employer contributions
- $11,041,567
- Participant contributions
- $11,252,194
- Total income / additions
- $67,609,230
- Benefits paid
- $43,335,137
- Administrative expenses
- $274,005
- Total expenses
- $43,611,810
- Net increase / (decrease)
- $23,997,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $119 | $0 |