2023 Form 5500 filing — Osg Usa, Inc. Profit Sharing And 401(K) 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 20241014090741NAL0052877986001) for Osg Usa, Inc. Profit Sharing And 401(K) Plan, reported by Osg Usa, Inc. under EIN 36-2645979 and plan number 001. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090741NAL0052877986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osg Usa, Inc.
- EIN
- 36-2645979
- Plan number
- 001
- Location
- St. Charles, IL
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,478,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,478,259
- Employer contributions
- $1,226,013
- Participant contributions
- $2,498,716
- Total income / additions
- $11,381,007
- Benefits paid
- $4,973,302
- Administrative expenses
- $112,596
- Total expenses
- $5,087,892
- Net increase / (decrease)
- $6,293,115
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,196 | $0 |
| Wintrust Investments LLC | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | CONSULTING | $400 | not reported in the loaded dataset |