2023 Form 5500 filing — 401(K) Plan For Sotera Health
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 20241003173023NAL0005966835001) for 401(K) Plan For Sotera Health, reported by Sotera Health Holdings, LLC under EIN 47-4076134 and plan number 002. It reports 2,415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003173023NAL0005966835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sotera Health Holdings, LLC
- EIN
- 47-4076134
- Plan number
- 002
- Location
- Broadview Heights, OH
- Participants
- 2,415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,500,269
- Net assets (EOY)
- $174,500,269
- Employer contributions
- $5,658,757
- Participant contributions
- $10,745,910
- Total income / additions
- $43,403,819
- Benefits paid
- $13,371,925
- Administrative expenses
- $484,054
- Total expenses
- $13,855,979
- Net increase / (decrease)
- $29,547,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $222,759 | not reported in the loaded dataset |
| Mesirow Financial Investment | NONE | $162,831 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $81,552 | not reported in the loaded dataset |
| Meaden And Moore Ltd | NONE | $17,000 | not reported in the loaded dataset |