Opko Health, Inc. 401(K) Plan — Form 5500 plan (Opko Health, 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, Opko Health, Inc. 401(K) Plan is a benefit plan reported by Opko Health, Inc. under EIN 75-2402409 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,384 participants and $207,637,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Opko Health, Inc.
- EIN
- 75-2402409
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 5,384
- End-of-year plan assets
- $207,637,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,384 | H, C | 20241014162657NAL0013619987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,637,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,637,252
- Net assets (BOY)
- $168,990,407
Income & contributions
- Employer contributions
- $14,694,994
- Participant contributions
- $15,784,468
- Total contributions
- $32,329,742
- Total income / additions
- $65,564,106
Expenses & distributions
- Benefits paid
- $26,495,109
- Administrative expenses
- $400,759
- Total expenses
- $26,917,261
- Net increase / (decrease)
- $38,646,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $248,922 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $66,667 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $51,639 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $33,531 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Opko Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation