2023 Form 5500 filing — The Terumo 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 20241015080242NAL0014220851001) for The Terumo Retirement Plan, reported by Terumo Americas Holding Inc. under EIN 34-1112331 and plan number 001. It reports 2,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080242NAL0014220851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terumo Americas Holding Inc.
- EIN
- 34-1112331
- Plan number
- 001
- Location
- Somerset, NJ
- Participants
- 2,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,108,398
- Total liabilities (EOY)
- $33,000
- Net assets (EOY)
- $62,075,398
- Total income / additions
- $6,953,096
- Benefits paid
- $19,096,696
- Administrative expenses
- $2,257,926
- Total expenses
- $21,354,622
- Net increase / (decrease)
- -$14,401,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa, Inc. | NONE | $272,782 | not reported in the loaded dataset |
| Aon Consulting | NONE | $146,300 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $43,349 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $40,606 | not reported in the loaded dataset |
| Ballard Spahr, Llp | NONE | $36,567 | not reported in the loaded dataset |
| Eisneramper Llp | NONE | $33,075 | not reported in the loaded dataset |