Owens & Minor 401(K) Savings And Retirement Plan — Form 5500 plan (Owens & Minor, 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, Owens & Minor 401(K) Savings And Retirement Plan is a benefit plan reported by Owens & Minor, Inc. under EIN 54-1701843 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,277 participants and $888,649,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owens & Minor, Inc.
- EIN
- 54-1701843
- Plan number
- 002
- Plan type
- 2
- Location
- Mechanicsville, VA
- Latest filing year
- 2023
- Participants
- 11,277
- End-of-year plan assets
- $888,649,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,277 | H, C | 20241013220302NAL0042999360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $888,649,199
- Total liabilities (EOY)
- $349,785,537
- Net assets (EOY)
- $538,863,662
- Net assets (BOY)
- $477,379,775
Income & contributions
- Employer contributions
- $15,570,330
- Participant contributions
- $29,784,534
- Total contributions
- $48,069,989
- Total income / additions
- $131,719,375
Expenses & distributions
- Benefits paid
- $69,827,495
- Administrative expenses
- $368,150
- Total expenses
- $70,235,488
- Net increase / (decrease)
- $61,483,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $202,548 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | CONSULTANT | $84,754 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst. Oper. Co | RECORDKEEPER | $80,848 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Owens & Minor, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mechanicsville, VA
- Strategic Advisors, Inc. — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Fidelity Investments Inst. Oper. Co — Schedule C compensation