Icu Medical, Inc. 401(K) Plan — Form 5500 plan (Icu 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, Icu Medical, Inc. 401(K) Plan is a benefit plan reported by Icu Medical, Inc. under EIN 33-0022692 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,321 participants and $610,701,449 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Icu Medical, Inc.
EIN
33-0022692
Plan number
002
Plan type
2
Location
San Clemente, CA
Latest filing year
2023
Participants
5,321
End-of-year plan assets
$610,701,449

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,321H, C20241015144843NAL0016665635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$610,701,449
Total liabilities (EOY)
$0
Net assets (EOY)
$610,701,449
Net assets (BOY)
$366,008,045

Income & contributions

Employer contributions
$18,342,704
Participant contributions
$34,611,294
Total contributions
$57,809,105
Total income / additions
$144,720,869

Expenses & distributions

Benefits paid
$52,703,782
Administrative expenses
$423,068
Total expenses
$53,135,191
Net increase / (decrease)
$91,585,678

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$332,291$02023
Sageview Advisory Group LLCNONE$89,877not reported in the loaded dataset2023

Related Form 5500 pages