Oce Employees' Cash Accumulation Plan — Form 5500 plan (Cusa Acquisition LLC)
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, Oce Employees' Cash Accumulation Plan is a benefit plan reported by Cusa Acquisition LLC under EIN 46-1382783 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,489 participants and $159,995,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cusa Acquisition LLC
- EIN
- 46-1382783
- Plan number
- 001
- Plan type
- 2
- Location
- Melville, NY
- Latest filing year
- 2023
- Participants
- 2,489
- End-of-year plan assets
- $159,995,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,489 | H, C | 20241007151934NAL0016324609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,995,086
- Total liabilities (EOY)
- $88,661
- Net assets (EOY)
- $159,906,425
- Net assets (BOY)
- $154,859,588
Income & contributions
- Employer contributions
- $1,750,000
- Total contributions
- $1,750,000
- Total income / additions
- $19,649,283
Expenses & distributions
- Benefits paid
- $12,484,582
- Administrative expenses
- $2,117,864
- Total expenses
- $14,602,446
- Net increase / (decrease)
- $5,046,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | ACTUARY | $562,597 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE | $213,315 | not reported in the loaded dataset | 2023 |
| Columbia Management Investment Svcs | NONE | $110,837 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $21,284 | not reported in the loaded dataset | 2023 |
| Mfs Investment Inc | NONE | $19,471 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, L.P. | NONE | $17,840 | not reported in the loaded dataset | 2023 |
| Blackrock Investments, LLC | NONE | $16,707 | $0 | 2023 |
| Schafer Cullen Capital Management | NONE | $10,821 | not reported in the loaded dataset | 2023 |
| Fuller & Thaler Asset Management | NONE | $10,437 | not reported in the loaded dataset | 2023 |
| Schroders | NONE | $9,323 | not reported in the loaded dataset | 2023 |
| Peregrine Investment Advisors, LLC | NONE | $8,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cusa Acquisition LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Melville, NY
- Aon Consulting, Inc. — Schedule C compensation
- Bank Of America — Schedule C compensation
- Columbia Management Investment Svcs — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- Mfs Investment Inc — Schedule C compensation
- Loomis, Sayles & Company, L.P. — Schedule C compensation
- Blackrock Investments, LLC — Schedule C compensation
- Schafer Cullen Capital Management — Schedule C compensation
- Fuller & Thaler Asset Management — Schedule C compensation
- Schroders — Schedule C compensation
- Peregrine Investment Advisors, LLC — Schedule C compensation