2023 Form 5500 filing — Oapi Retirement 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 20241010081048NAL0020679313001) for Oapi Retirement Plan, reported by Otsuka America Pharmaceutical, Inc. under EIN 52-1630683 and plan number 002. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010081048NAL0020679313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Otsuka America Pharmaceutical, Inc.
- EIN
- 52-1630683
- Plan number
- 002
- Location
- Princeton, NJ
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,274,395
- Net assets (EOY)
- $126,274,395
- Employer contributions
- $4,725,000
- Total income / additions
- $19,737,725
- Benefits paid
- $6,448,404
- Administrative expenses
- $848,184
- Total expenses
- $7,296,588
- Net increase / (decrease)
- $12,441,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | TRUSTEE | $205,281 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER/ACTUARY | $127,855 | $0 |
| Columbia Mgmt Invstmt Advisors, LLC | INVESTMENT ADVISOR | $101,475 | not reported in the loaded dataset |
| Rocation Investment Adv, LLC | INVESTMENT ADVISOR | $31,392 | not reported in the loaded dataset |
| Forvis, Llp | AUDITOR | $28,125 | not reported in the loaded dataset |
| Allspring Mid Value | INVESTMENT ADVISOR | $9,816 | not reported in the loaded dataset |
| Baird Funds, Inc. | INVESTMENT ADVISOR | $8,790 | not reported in the loaded dataset |
| Mfs Institutional Advisors | INVESTMENT ADVISOR | $8,077 | not reported in the loaded dataset |
| Loomis Sayles Large Cap Growth | INVESTMENT ADVISOR | $7,087 | not reported in the loaded dataset |
| Tcw Lcg | INVESTMENT ADVISOR | $6,874 | not reported in the loaded dataset |