Karl Storz Endoscopy-America, Inc. Employee Savings Plan — Form 5500 plan (Karl Storz Endoscopy-America, 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, Karl Storz Endoscopy-America, Inc. Employee Savings Plan is a benefit plan reported by Karl Storz Endoscopy-America, Inc. under EIN 95-2678449 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,888 participants and $403,503,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Karl Storz Endoscopy-America, Inc.
- EIN
- 95-2678449
- Plan number
- 001
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 2,888
- End-of-year plan assets
- $403,503,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,888 | H, C | 20241015124020NAL0028450881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $403,503,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $403,503,054
- Net assets (BOY)
- $337,490,017
Income & contributions
- Employer contributions
- $8,508,983
- Participant contributions
- $20,098,093
- Total contributions
- $30,315,231
- Total income / additions
- $95,281,136
Expenses & distributions
- Benefits paid
- $28,647,416
- Administrative expenses
- $620,060
- Total expenses
- $29,268,099
- Net increase / (decrease)
- $66,013,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $479,469 | $0 | 2023 |
| Morningstar Investment Mgmt | SERVICE PROVIDER | $84,614 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $55,977 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Karl Storz Endoscopy-America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Segundo, CA
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation