Instrumentarium Savings Investment Plan — Form 5500 plan (Datex-Ohmeda, 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, Instrumentarium Savings Investment Plan is a benefit plan reported by Datex-Ohmeda, Inc. under EIN 22-3029570 and plan number 004. The latest loaded filing year is 2023. The filing reports 807 participants and $92,148,598 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$92.1MPlan net assets, end of year$92,148,598
Participants807Covered participants reported
Assets / participant$114.2KComputed: assets ÷ participants$114,187 (computed)
Provider compensation$54K1 Schedule C provider row(s)$53,989
Plan sponsor
Datex-Ohmeda, Inc.
EIN
22-3029570
Plan number
004
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023807H, C20241010090348NAL0019842945001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$92.1M total assets
Net assets$92.1MLiabilities$0
Money in vs. money out
Total income / additions$19.4M
Total expenses$9.1M
Benefits paid / distributions$9.1M
Contributions
Employer$617.2K
Participant$978.9K
Full reported line items

Net assets

Total assets (EOY)
$92,148,598
Total liabilities (EOY)
$0
Net assets (EOY)
$92,148,598
Net assets (BOY)
$81,929,591

Income & contributions

Employer contributions
$617,217
Participant contributions
$978,865
Total contributions
$1,630,224
Total income / additions
$19,362,574

Expenses & distributions

Benefits paid
$9,086,077
Administrative expenses
$57,490
Total expenses
$9,143,567
Net increase / (decrease)
$10,219,007
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus, LLCRECORDKEEPER$53,989$02023

Related Form 5500 pages