Plan5500

Terumo Employee Savings And Investment Plan — Form 5500 plan (Terumo Americas Holding, 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 Employee Savings And Investment Plan is a benefit plan reported by Terumo Americas Holding, Inc. under EIN 34-1112331 and plan number 003. The latest loaded filing year is 2023. The filing reports 5,239 participants and $721,516,515 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Terumo Americas Holding, Inc.
EIN
34-1112331
Plan number
003
Plan type
2
Location
Somerset, NJ
Latest filing year
2023
Participants
5,239
End-of-year plan assets
$721,516,515

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,239H, C20250102153817NAL0001348131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$721,516,515
Total liabilities (EOY)
$35,000
Net assets (EOY)
$721,481,515
Net assets (BOY)
$592,104,779

Income & contributions

Employer contributions
$30,411,396
Participant contributions
$34,641,184
Total contributions
$70,659,960
Total income / additions
$200,489,600

Expenses & distributions

Benefits paid
$70,810,223
Administrative expenses
$267,644
Total expenses
$71,112,864
Net increase / (decrease)
$129,376,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Eisner Amper LlpACCOUNTANT/AUDITOR$35,595not reported in the loaded dataset2023
Capfinancial Partners, LLCINVESTMENT ADVISOR$22,972not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,807$02023

Related Form 5500 pages