2023 Form 5500 filing — Sulzer Employee Savings 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 20241010163253NAL0036435120001) for Sulzer Employee Savings Plan, reported by Sulzer Us Holding Inc. under EIN 13-3950743 and plan number 003. It reports 3,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163253NAL0036435120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sulzer Us Holding Inc.
- EIN
- 13-3950743
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 3,041
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $488,613,374
- Total liabilities (EOY)
- $67,649
- Net assets (EOY)
- $488,545,725
- Employer contributions
- $17,952,995
- Participant contributions
- $18,727,145
- Total income / additions
- $113,134,730
- Benefits paid
- $54,845,811
- Administrative expenses
- $400,060
- Total expenses
- $55,250,903
- Net increase / (decrease)
- $57,883,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $100,000 | not reported in the loaded dataset |
| Cozen O'Connor | OTHER SERVICES | $69,824 | not reported in the loaded dataset |
| Ham, Langston & Brezina, Llp | ACCOUNTING | $30,110 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$200,126 | $0 |