Ricoh Family Group Pension Equity Plan — Form 5500 plan (Ricoh Usa, 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, Ricoh Family Group Pension Equity Plan is a benefit plan reported by Ricoh Usa, Inc. under EIN 23-0334400 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,035 participants and $165,789,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ricoh Usa, Inc.
- EIN
- 23-0334400
- Plan number
- 002
- Plan type
- 2
- Location
- Exton, PA
- Latest filing year
- 2023
- Participants
- 3,035
- End-of-year plan assets
- $165,789,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,035 | H, C | 20241009135408NAL0018480177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,789,026
- Total liabilities (EOY)
- $243,526
- Net assets (EOY)
- $165,545,500
- Net assets (BOY)
- $160,212,934
Income & contributions
- Total contributions
- $0
- Total income / additions
- $16,878,783
Expenses & distributions
- Benefits paid
- $8,979,746
- Administrative expenses
- $2,566,471
- Total expenses
- $11,546,217
- Net increase / (decrease)
- $5,332,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $1,619,260 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $90,456 | not reported in the loaded dataset | 2023 |
| Wellington Management | NONE | $83,699 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $72,100 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Group Inc. | NONE | $52,869 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $33,542 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $28,163 | not reported in the loaded dataset | 2023 |
| Ballard Spahr Llp | NONE | $6,559 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $6,082 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ricoh Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Exton, PA
- Aon Consulting, Inc. — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Wellington Management — Schedule C compensation
- Mercer — Schedule C compensation
- Mondrian Investment Group Inc. — Schedule C compensation
- Northern Trust — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Ballard Spahr Llp — Schedule C compensation
- Bny Mellon — Schedule C compensation