2023 Form 5500 filing — Fresenius Kabi Usa, LLC Savings & Ret 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 20241015125524NAL0047998864001) for Fresenius Kabi Usa, LLC Savings & Ret Plan, reported by Fresenius Kabi Usa, LLC under EIN 30-0431740 and plan number 001. It reports 5,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125524NAL0047998864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fresenius Kabi Usa, LLC
- EIN
- 30-0431740
- Plan number
- 001
- Location
- Lake Zurich, IL
- Participants
- 5,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $499,521,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $499,521,948
- Employer contributions
- $12,988,658
- Participant contributions
- $35,979,888
- Total income / additions
- $119,874,746
- Benefits paid
- $41,308,639
- Administrative expenses
- $360,481
- Total expenses
- $41,703,996
- Net increase / (decrease)
- $78,170,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $236,555 | $0 |
| Raymond James | NONE | $45,000 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | NONE | $45,000 | not reported in the loaded dataset |
| Plante Moran Pllc | NONE | $27,000 | not reported in the loaded dataset |