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Original filing (PDF)20260119123445NAL0002106432001
OSRAM SYLVANIA INC.
Form 5500
FILING_RECEIVED
OSRAM SYLVANIA PENSION PLAN
Defined-benefit pension plan
Signals · 4
Late filing · 2.1 mo40% in single holdingNo recordkeeper disclosed6 service providers
Active participants
218
Accounts w/ balance
—
Plan assets (EOY)
$210.3M
Net assets (EOY)
$209.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.1 months past the 10.5-month grace window.
- Top holding "PIMCO Long Term Credit Bond Fund" is 40% of plan.
- 37 bps in Schedule C fees — 271% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSRAM SYLVANIA INC..
Plan sponsor
Name
OSRAM SYLVANIA INC.
EIN
04-3349012
Address
275 WEST MAIN STREET · HILLSBORO, NH · 03244
Phone
(844) 862-2813
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-19
Pension benefit codes
1A · Pay-related DB formula
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT | 36-2235791 | — | NONE | $389K | — |
| AON HEWITT INVESTMENT CONSULTING | 27-2436452 | — | NONE | $158K | — |
| KPMG | 13-5565207 | — | NONE | $148K | — |
| PARAMETRIC CLIFTON | 20-0292745 | — | NONE | $51K | — |
| SSGA | 04-1867445 | — | NONE | $18K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $16K | — |
Investments
3 direct securities · 5 pooled funds· $208.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Mutual Funds
$83.3M
1 holding
Common Collective Trust
$75.3M
5 holdings
Uncategorized
$49.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long Term Credit Bond Fund | Mutual Funds | — | $105.8M | $83.3M | 39.6% | |
| SSGA LONG CREDIT BOND INDEX STATE STREET GLOBAL ADVISORS · EIN 45-2966462 / PN 001 | Common Collective Trust | — | $45.3M | $50.7M | 24.1% | |
| SSBT Short Term Investment Fund | — | — | $49.6M | $49.6M | 23.6% | |
| AGT US LARGE CAP PASSIVE EQUITY AON HEWITT INVESTMENT CONSULTING · EIN 27-2436452 / PN 006 | Common Collective Trust | — | $6.5M | $11.3M | 5.4% | |
| NON US EQUITY INDEX FUND AON HEWITT INVESTMENT CONSULTING · EIN 27-2436452 / PN 010 | Common Collective Trust | — | $5.8M | $7.6M | 3.6% | |
| SSGA U.S. 20+ YEAR TREASURY STATE STREET GLOBAL ADVISORS · EIN 45-2966462 / PN 001 | Common Collective Trust | — | $5.3M | $3.9M | 1.8% | |
| SSGA RUSSELL SMID STATE STREET GLOBAL ADVISORS · EIN 45-2966462 / PN 001 | Common Collective Trust | — | $924K | $1.9M | 0.9% | |
| Future Contract Values U.S. Treasury Ultra Bond Future | — | — | — | $138K | <0.1% |
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