Xoma Deferred Savings Plan — Form 5500 plan (Xoma Corporation)
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, Xoma Deferred Savings Plan is a benefit plan reported by Xoma Corporation under EIN 52-2154066 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $23,000,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Xoma Corporation
- EIN
- 52-2154066
- Plan number
- 001
- Plan type
- 2
- Location
- Emeryville, CA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $23,000,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241009163828NAL0009408835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,000,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,000,725
- Net assets (BOY)
- $22,515,325
Income & contributions
- Employer contributions
- $118,040
- Participant contributions
- $253,405
- Total contributions
- $371,445
- Total income / additions
- $3,674,647
Expenses & distributions
- Benefits paid
- $3,082,290
- Administrative expenses
- $106,957
- Total expenses
- $3,189,247
- Net increase / (decrease)
- $485,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rocaton Investment Advisors LLC | NONE | $41,898 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,637 | $0 | 2023 |
| Withum Smith+Brown, Pc | NONE | $17,160 | not reported in the loaded dataset | 2023 |