Plan5500

Orix Financial Services, Inc. Retirement Plan — Form 5500 plan (Orix Corporation Usa)

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, Orix Financial Services, Inc. Retirement Plan is a benefit plan reported by Orix Corporation Usa under EIN 13-2507476 and plan number 002. The latest loaded filing year is 2023. The filing reports 563 participants and $38,498,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orix Corporation Usa
EIN
13-2507476
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
563
End-of-year plan assets
$38,498,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20241010161553NAL0020508257002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,498,941
Net assets (EOY)
$38,498,941
Net assets (BOY)
$37,594,370

Income & contributions

Total income / additions
$3,664,602

Expenses & distributions

Benefits paid
$2,671,214
Administrative expenses
$88,817
Total expenses
$2,760,031
Net increase / (decrease)
$904,571

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Bank, NaNONE$88,817not reported in the loaded dataset2023

Related Form 5500 pages