Retirement Savings Plan For Daikin Group Affiliated Companies — Form 5500 plan (Daikin Applied Americas 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, Retirement Savings Plan For Daikin Group Affiliated Companies is a benefit plan reported by Daikin Applied Americas Inc. under EIN 41-0404230 and plan number 016. The latest loaded filing year is 2023. The filing reports 8,072 participants and $499,121,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Daikin Applied Americas Inc.
EIN
41-0404230
Plan number
016
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
8,072
End-of-year plan assets
$499,121,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,072H, C20241014211829NAL0013852243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$499,121,198
Total liabilities (EOY)
$0
Net assets (EOY)
$499,121,198
Net assets (BOY)
$407,936,368

Income & contributions

Employer contributions
$23,360,175
Participant contributions
$32,266,727
Total contributions
$61,369,610
Total income / additions
$129,960,397

Expenses & distributions

Benefits paid
$37,938,735
Administrative expenses
$832,419
Total expenses
$38,775,471
Net increase / (decrease)
$91,184,926

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$572,855$02023

Related Form 5500 pages