2023 Form 5500 filing — Ikon Office Solutions, Inc. Pension 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 20241009135126NAL0019374801001) for Ikon Office Solutions, Inc. Pension Plan, reported by Ricoh Usa, Inc. under EIN 23-0334400 and plan number 014. It reports 8,050 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135126NAL0019374801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ricoh Usa, Inc.
- EIN
- 23-0334400
- Plan number
- 014
- Location
- Exton, PA
- Participants
- 8,050
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $399,300,628
- Total liabilities (EOY)
- $446,381
- Net assets (EOY)
- $398,854,247
- Total income / additions
- $40,761,783
- Benefits paid
- $9,561,637
- Administrative expenses
- $3,779,018
- Total expenses
- $13,340,655
- Net increase / (decrease)
- $27,421,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $2,244,968 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $215,703 | not reported in the loaded dataset |
| Income Research And Management | NONE | $192,080 | not reported in the loaded dataset |
| Mondrian Investment Group Inc. | NONE | $126,120 | not reported in the loaded dataset |
| Northern Trust Company | TRUSTEE | $73,105 | not reported in the loaded dataset |
| Mercer | NONE | $72,100 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $53,487 | not reported in the loaded dataset |
| Mellon Capital Management Corp. | NONE | $14,503 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $10,000 | not reported in the loaded dataset |
| Ballard Spahr Llp | NONE | $8,354 | not reported in the loaded dataset |