Biotronik/Micro Systems Engineering 401(K) Plan — Form 5500 plan (Biotronik Corporate Services Us, 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, Biotronik/Micro Systems Engineering 401(K) Plan is a benefit plan reported by Biotronik Corporate Services Us, Inc. under EIN 83-2327967 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,711 participants and $271,794,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Biotronik Corporate Services Us, Inc.
- EIN
- 83-2327967
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 1,711
- End-of-year plan assets
- $271,794,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,711 | H, C | 20241015185524NAL0017075955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $271,794,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $271,794,789
- Net assets (BOY)
- $232,317,953
Income & contributions
- Employer contributions
- $6,881,385
- Participant contributions
- $16,922,818
- Total contributions
- $26,244,831
- Total income / additions
- $65,595,294
Expenses & distributions
- Benefits paid
- $25,741,116
- Administrative expenses
- $219,499
- Total expenses
- $26,118,458
- Net increase / (decrease)
- $39,476,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $125,465 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $52,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Biotronik Corporate Services Us, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Lake Oswego, OR
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation