Osi Industries, LLC Profit Sharing And Employees Savings Plan — Form 5500 plan (Osi Industries, 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, Osi Industries, LLC Profit Sharing And Employees Savings Plan is a benefit plan reported by Osi Industries, LLC under EIN 52-2399960 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,386 participants and $104,816,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Osi Industries, LLC
EIN
52-2399960
Plan number
002
Plan type
2
Location
Aurora, IL
Latest filing year
2023
Participants
2,386
End-of-year plan assets
$104,816,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,386H, C20241015130031NAL0028501761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$104,816,025
Total liabilities (EOY)
$0
Net assets (EOY)
$104,816,025
Net assets (BOY)
$86,799,509

Income & contributions

Employer contributions
$4,094,093
Participant contributions
$8,486,336
Total contributions
$13,760,997
Total income / additions
$28,827,415

Expenses & distributions

Benefits paid
$10,526,592
Administrative expenses
$280,700
Total expenses
$10,810,899
Net increase / (decrease)
$18,016,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$270,700not reported in the loaded dataset2023
Oneamerica Inv Advisory Svcs LLCNONE$10,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages