2023 Form 5500 filing — Octapharma Plasma, Inc. 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 20241003115731NAL0009797985001) for Octapharma Plasma, Inc. 401 K Plan, reported by Octapharma Plasma, Inc. under EIN 20-0561852 and plan number 001. It reports 5,721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003115731NAL0009797985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Octapharma Plasma, Inc.
- EIN
- 20-0561852
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 5,721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,649,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,649,593
- Employer contributions
- $8,357,328
- Participant contributions
- $13,624,607
- Total income / additions
- $35,176,586
- Benefits paid
- $9,898,644
- Administrative expenses
- $662,528
- Total expenses
- $10,566,987
- Net increase / (decrease)
- $24,609,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $512,726 | $0 |
| Marietta Wealth Management LLC | INVESTMENT ADVISOR | $94,579 | not reported in the loaded dataset |
| Ascensus | CONTRACT ADMINISTRATOR | $56,683 | not reported in the loaded dataset |
| Ascensus | OTHER SERVICES | $0 | $25,000 |