2023 Form 5500 filing — Ossur Americas, Inc. 401(K) 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 20241002172829NAL0008691681001) for Ossur Americas, Inc. 401(K) Retirement Savings Plan, reported by Ossur Americas, Inc. under EIN 33-0381778 and plan number 002. It reports 1,077 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)$75.8MReported net assets$75,816,458
Participants1.1K1,077
Provider compensation$80.1K4 Schedule C row(s)$80,073
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002172829NAL0008691681001
Plan sponsor
Ossur Americas, Inc.
EIN
33-0381778
Plan number
002
Location
Irvine, CA
Received date
not reported in the loaded dataset
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)$75.8M total assets
Net assets$75.8MLiabilities$0
Money in vs. money out
Total income / additions$20.4M
Total expenses$5.4M
Benefits paid / distributions$5.3M
Contributions
Employer$2M
Participant$6.4M
Full reported line items
Total assets (EOY)
$75,816,458
Total liabilities (EOY)
$0
Net assets (EOY)
$75,816,458
Employer contributions
$1,981,051
Participant contributions
$6,432,041
Total income / additions
$20,424,708
Benefits paid
$5,316,289
Administrative expenses
$80,073
Total expenses
$5,396,362
Net increase / (decrease)
$15,028,346

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pension Benefits UnlimitedTPA$25,800not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$22,870not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$16,403$0
Porter & Hunt, LlpAUDITOR$15,000not reported in the loaded dataset

Related Form 5500 pages