Plan5500

Terumo Aortic Retirement Plan — Form 5500 plan (Bolton Medical 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, Terumo Aortic Retirement Plan is a benefit plan reported by Bolton Medical Inc. under EIN 22-3213772 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $26,875,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bolton Medical Inc.
EIN
22-3213772
Plan number
001
Plan type
2
Location
Sunrise, FL
Latest filing year
2023
Participants
649
End-of-year plan assets
$26,875,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023649H, C20241014154403NAL0027758689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,875,720
Total liabilities (EOY)
$0
Net assets (EOY)
$26,875,720
Net assets (BOY)
$20,925,111

Income & contributions

Employer contributions
$1,170,993
Participant contributions
$3,227,464
Total contributions
$4,779,423
Total income / additions
$8,382,687

Expenses & distributions

Benefits paid
$2,302,095
Administrative expenses
$84,895
Total expenses
$2,432,078
Net increase / (decrease)
$5,950,609

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORD KEEPER$83,715$02023
Lpl Financial CorporationSERVICE PROVIDER$0$47,2832023
Morningstar Investment ManagementSERVICE PROVIDER$1,180$3,8562023

Related Form 5500 pages