2023 Form 5500 filing — Upsher-Smith Laboratories 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 20250115093351NAL0011670707001) for Upsher-Smith Laboratories Retirement Plan, reported by Upsher-Smith Laboratories, LLC under EIN 41-0969017 and plan number 001. It reports 829 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115093351NAL0011670707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upsher-Smith Laboratories, LLC
- EIN
- 41-0969017
- Plan number
- 001
- Location
- Maple Grove, MN
- Participants
- 829
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,550,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,550,173
- Employer contributions
- $1,729,444
- Participant contributions
- $4,447,365
- Total income / additions
- $29,422,339
- Benefits paid
- $22,469,877
- Administrative expenses
- $132,119
- Total expenses
- $22,629,304
- Net increase / (decrease)
- $6,793,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $127,935 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,384 | not reported in the loaded dataset |