2023 Form 5500 filing — Ortho Clinical Diagnostics 401k 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 20241005121348NAL0022841776001) for Ortho Clinical Diagnostics 401k Plan, reported by Ortho Clinical Diagnostics under EIN 46-5000000 and plan number 001. It reports 3,312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005121348NAL0022841776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ortho Clinical Diagnostics
- EIN
- 46-5000000
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 3,312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $9,465,447
- Participant contributions
- $23,570,580
- Total income / additions
- $74,693,573
- Benefits paid
- $37,909,645
- Administrative expenses
- $108,811
- Total expenses
- $38,049,328
- Net increase / (decrease)
- $36,644,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | SERVICE PROVIDER | $0 | $260,843 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $79,600 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $17,541 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $11,670 | not reported in the loaded dataset |