2023 Form 5500 filing — Ams Osram Savings 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 20260129145933NAL0005688833001) for Ams Osram Savings Plan, reported by Osram Sylvania Inc. under EIN 04-3349012 and plan number 002. It reports 3,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260129145933NAL0005688833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Osram Sylvania Inc.
- EIN
- 04-3349012
- Plan number
- 002
- Location
- Hillsboro, NH
- Participants
- 3,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $461,503,498
- Total liabilities (EOY)
- $678,619
- Net assets (EOY)
- $460,824,879
- Employer contributions
- $6,234,605
- Participant contributions
- $9,311,056
- Total income / additions
- $74,063,795
- Benefits paid
- $55,310,335
- Administrative expenses
- $758,134
- Total expenses
- $56,068,469
- Net increase / (decrease)
- $17,995,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $413,263 | not reported in the loaded dataset |
| Invesco Advisors, Inc. | NONE | $168,318 | $0 |
| Ssbt | NONE | $155,977 | not reported in the loaded dataset |
| Ssga | NONE | $129,712 | not reported in the loaded dataset |
| Aon Hewitt Financial Advisors | NONE | $100,000 | not reported in the loaded dataset |
| Black Rock Financial | NONE | $25,016 | $0 |
| Cliftonlarsonallen Llp | NONE | $14,175 | not reported in the loaded dataset |