2023 Form 5500 filing — Terumo Aortic 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 20241014154403NAL0027758689001) for Terumo Aortic Retirement Plan, reported by Bolton Medical Inc. under EIN 22-3213772 and plan number 001. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154403NAL0027758689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bolton Medical Inc.
- EIN
- 22-3213772
- Plan number
- 001
- Location
- Sunrise, FL
- Participants
- 649
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,875,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,875,720
- Employer contributions
- $1,170,993
- Participant contributions
- $3,227,464
- Total income / additions
- $8,382,687
- Benefits paid
- $2,302,095
- Administrative expenses
- $84,895
- Total expenses
- $2,432,078
- Net increase / (decrease)
- $5,950,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $83,715 | $0 |
| Lpl Financial Corporation | SERVICE PROVIDER | $0 | $47,283 |
| Morningstar Investment Management | SERVICE PROVIDER | $1,180 | $3,856 |