2023 Form 5500 filing — Oce Employees' Cash Accumulation 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 20241007151934NAL0016324609001) for Oce Employees' Cash Accumulation Plan, reported by Cusa Acquisition LLC under EIN 46-1382783 and plan number 001. It reports 2,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007151934NAL0016324609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cusa Acquisition LLC
- EIN
- 46-1382783
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 2,489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,995,086
- Total liabilities (EOY)
- $88,661
- Net assets (EOY)
- $159,906,425
- Employer contributions
- $1,750,000
- Total income / additions
- $19,649,283
- Benefits paid
- $12,484,582
- Administrative expenses
- $2,117,864
- Total expenses
- $14,602,446
- Net increase / (decrease)
- $5,046,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | ACTUARY | $562,597 | not reported in the loaded dataset |
| Bank Of America | TRUSTEE | $213,315 | not reported in the loaded dataset |
| Columbia Management Investment Svcs | NONE | $110,837 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $21,284 | not reported in the loaded dataset |
| Mfs Investment Inc | NONE | $19,471 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $17,840 | not reported in the loaded dataset |
| Blackrock Investments, LLC | NONE | $16,707 | $0 |
| Schafer Cullen Capital Management | NONE | $10,821 | not reported in the loaded dataset |
| Fuller & Thaler Asset Management | NONE | $10,437 | not reported in the loaded dataset |
| Schroders | NONE | $9,323 | not reported in the loaded dataset |
| Peregrine Investment Advisors, LLC | NONE | $8,695 | not reported in the loaded dataset |