Terumo Puerto Rico LLC Retirement Plan — Form 5500 plan (Terumo Puerto Rico 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, Terumo Puerto Rico LLC Retirement Plan is a benefit plan reported by Terumo Puerto Rico LLC under EIN 66-0868014 and plan number 001. The latest loaded filing year is 2023. The filing reports 442 participants and $6,757,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Terumo Puerto Rico LLC
- EIN
- 66-0868014
- Plan number
- 001
- Plan type
- 2
- Location
- Somerset, NJ
- Latest filing year
- 2023
- Participants
- 442
- End-of-year plan assets
- $6,757,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 442 | H, C | 20250202192109NAL0011196578001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,757,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,757,086
- Net assets (BOY)
- $4,910,066
Income & contributions
- Employer contributions
- $534,930
- Participant contributions
- $865,868
- Total contributions
- $1,401,430
- Total income / additions
- $2,307,038
Expenses & distributions
- Benefits paid
- $430,642
- Administrative expenses
- $29,376
- Total expenses
- $460,018
- Net increase / (decrease)
- $1,847,020
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plans Admin Services | NONE | $29,376 | $0 | 2023 |