Ionics, Incorporated Retirement Plan — Form 5500 plan (Veolia Water Technologies & Solutions)
Plain-English plan 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, Ionics, Incorporated Retirement Plan is a benefit plan reported by Veolia Water Technologies & Solutions under EIN 04-2068530 and plan number 001. The latest loaded filing year is 2023. The filing reports 555 participants and $34,689,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Veolia Water Technologies & Solutions
- EIN
- 04-2068530
- Plan number
- 001
- Plan type
- 2
- Location
- Trevose, PA
- Latest filing year
- 2023
- Participants
- 555
- End-of-year plan assets
- $34,689,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 555 | H, C | 20241014173621NAL0027994497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,689,916
- Total liabilities (EOY)
- $93,108
- Net assets (EOY)
- $34,596,808
- Net assets (BOY)
- $33,534,603
Income & contributions
- Total income / additions
- $3,326,628
Expenses & distributions
- Benefits paid
- $1,917,306
- Administrative expenses
- $347,117
- Total expenses
- $2,264,423
- Net increase / (decrease)
- $1,062,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Hewitt Investment | NONE | $146,600 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc. | NONE | $130,876 | not reported in the loaded dataset | 2023 |
| Deloitte Consulting Llp | NONE | $77,100 | not reported in the loaded dataset | 2023 |
| Ivins Phillips & Barker | NONE | $62,342 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $18,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Veolia Water Technologies & Solutions
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Trevose, PA
- Aon Hewitt Investment — Schedule C compensation
- Aon Consulting Inc. — Schedule C compensation
- Deloitte Consulting Llp — Schedule C compensation
- Ivins Phillips & Barker — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation