2023 Form 5500 filing — Osborn 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 20241011132239NAL0010959059003) for Osborn Retirement Plan, reported by Osborn LLC under EIN 83-0905279 and plan number 010. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132239NAL0010959059003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osborn LLC
- EIN
- 83-0905279
- Plan number
- 010
- Location
- Richmond, IN
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $338,166
- Net assets (EOY)
- $338,166
- Total income / additions
- $238,543
- Benefits paid
- $5,549,211
- Administrative expenses
- $521,761
- Total expenses
- $6,070,972
- Net increase / (decrease)
- -$5,832,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $390,193 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $36,225 | not reported in the loaded dataset |
| Associated Trust Company Na | NONE | $9,261 | not reported in the loaded dataset |