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, Upsher-Smith Laboratories Retirement Plan is a benefit plan reported by Upsher-Smith Laboratories, LLC under EIN 41-0969017 and plan number 001. The latest loaded filing year is 2023. The filing reports 829 participants and $157,550,173 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,550,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $157,550,173
- Net assets (BOY)
- $150,757,138
Income & contributions
- Employer contributions
- $1,729,444
- Participant contributions
- $4,447,365
- Total contributions
- $6,717,782
- Total income / additions
- $29,422,339
Expenses & distributions
- Benefits paid
- $22,469,877
- Administrative expenses
- $132,119
- Total expenses
- $22,629,304
- Net increase / (decrease)
- $6,793,035