Plan5500

Orscheln Industries Retirement Program — Form 5500 plan (Orscheln Industries)

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, Orscheln Industries Retirement Program is a benefit plan reported by Orscheln Industries under EIN 43-1465246 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,534 participants and $68,753,240 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orscheln Industries
EIN
43-1465246
Plan number
001
Plan type
3
Location
Moberly, MO
Latest filing year
2023
Participants
2,534
End-of-year plan assets
$68,753,240

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,534H, C20241014111237NAL0013186003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,753,240
Total liabilities (EOY)
$0
Net assets (EOY)
$68,753,240
Net assets (BOY)
$114,024,920

Income & contributions

Employer contributions
$1,391,692
Participant contributions
$3,022,179
Total contributions
$4,701,119
Total income / additions
$15,214,141

Expenses & distributions

Benefits paid
$9,779,833
Administrative expenses
$225,464
Total expenses
$10,005,297
Net increase / (decrease)
$5,208,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER5$131,991$02023
Creative Planning LLCNONE$38,802not reported in the loaded dataset2023
Williams-Keepers, LLCAUDITOR$16,500not reported in the loaded dataset2023

Related Form 5500 pages