Omron Savings And Retirement Plan — Form 5500 plan (Omron Management Center Of America, 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, Omron Savings And Retirement Plan is a benefit plan reported by Omron Management Center Of America, Inc. under EIN 52-1620292 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,047 participants and $270,444,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Omron Management Center Of America, Inc.
EIN
52-1620292
Plan number
002
Plan type
2
Location
Hoffman Estates, IL
Latest filing year
2023
Participants
2,047
End-of-year plan assets
$270,444,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,047H, C20240627154219NAL0010533217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$270,444,996
Total liabilities (EOY)
$0
Net assets (EOY)
$270,444,996
Net assets (BOY)
$230,397,089

Income & contributions

Employer contributions
$10,664,640
Participant contributions
$14,329,175
Total contributions
$26,515,873
Total income / additions
$68,697,970

Expenses & distributions

Benefits paid
$28,424,325
Administrative expenses
$224,035
Total expenses
$28,650,063
Net increase / (decrease)
$40,047,907

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$124,582not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$99,453$02023

Related Form 5500 pages