2023 Form 5500 filing — Retirement Income Plan For Bargaining Unit Employees Of Datex-Ohmeda, Inc.
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 20241015125438NAL0029694929001) for Retirement Income Plan For Bargaining Unit Employees Of Datex-Ohmeda, Inc., reported by Datex-Ohmeda, Inc. under EIN 22-3029570 and plan number 003. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125438NAL0029694929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Datex-Ohmeda, Inc.
- EIN
- 22-3029570
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,574,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,574,246
- Total income / additions
- $5,462,929
- Benefits paid
- $3,974,436
- Administrative expenses
- $242,444
- Total expenses
- $4,216,880
- Net increase / (decrease)
- $1,246,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc. | NONE | $150,478 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $23,900 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $11,191 | not reported in the loaded dataset |
| Ivins, Phillips & Baker | NONE | $11,039 | not reported in the loaded dataset |
| Principal Bank | NONE | $5,132 | not reported in the loaded dataset |