2023 Form 5500 filing — Orthofix 401(K) 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 20241015103514NAL0029268177001) for Orthofix 401(K) Retirement Plan, reported by Orthofix Inc. under EIN 75-2068036 and plan number 001. It reports 1,058 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103514NAL0029268177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthofix Inc.
- EIN
- 75-2068036
- Plan number
- 001
- Location
- Lewisville, TX
- Participants
- 1,058
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,042,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,042,064
- Employer contributions
- $3,397,886
- Participant contributions
- $7,019,679
- Total income / additions
- $25,156,989
- Benefits paid
- $10,473,903
- Administrative expenses
- $167,667
- Total expenses
- $10,752,306
- Net increase / (decrease)
- $14,404,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $73,935 | $0 |
| Gallagher Benefit Services Inc Dba | OTHER | $46,875 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | ATTORNEY | $45,257 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $1,600 | not reported in the loaded dataset |