Octapharma Plasma, Inc. 401 K Plan — Form 5500 plan (Octapharma Plasma, Inc.)

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, Octapharma Plasma, Inc. 401 K Plan is a benefit plan reported by Octapharma Plasma, Inc. under EIN 20-0561852 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,721 participants and $83,649,593 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Octapharma Plasma, Inc.
EIN
20-0561852
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
5,721
End-of-year plan assets
$83,649,593

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,721H, C20241003115731NAL0009797985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,649,593
Total liabilities (EOY)
$0
Net assets (EOY)
$83,649,593
Net assets (BOY)
$59,039,994

Income & contributions

Employer contributions
$8,357,328
Participant contributions
$13,624,607
Total contributions
$23,581,438
Total income / additions
$35,176,586

Expenses & distributions

Benefits paid
$9,898,644
Administrative expenses
$662,528
Total expenses
$10,566,987
Net increase / (decrease)
$24,609,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$512,726$02023
Marietta Wealth Management LLCINVESTMENT ADVISOR$94,579not reported in the loaded dataset2023
AscensusCONTRACT ADMINISTRATOR$56,683not reported in the loaded dataset2023
AscensusOTHER SERVICES$0$25,0002023

Related Form 5500 pages