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Original filing (PDF)20251013101901NAL0002388290001
TERUMO AMERICAS HOLDING INC.
Form 5500
FILING_RECEIVED
THE TERUMO RETIREMENT PLAN
Defined-benefit pension plan
Signals · 4
27% in single holding~97 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
459
Accounts w/ balance
—
Plan assets (EOY)
$58.0M
Net assets (EOY)
$58.0M
How this plan invests
This plan
18 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
87
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Aon AON LONG CR BD" is 27% of plan.
- 97 bps in Schedule C fees — 507% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERUMO AMERICAS HOLDING INC..
Plan sponsor
Name
TERUMO AMERICAS HOLDING INC.
EIN
34-1112331
Address
265 DAVIDSON AVENUE · SUITE 320 · SOMERSET, NJ · 08873
Phone
(732) 302-4900
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $306K | — |
| AON INVESTMENTS USA, INC. | 98-1090818 | — | NONE | $107K | — |
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $53K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $52K | — |
| EISNERAMPER LLP | 87-1363769 | — | NONE | $38K | — |
| BALLARD SPAHR, LLP | — | PHILADELPHIA, PA | NONE | $6K | — |
Investments
18 pooled funds· $58.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON LONG CR BD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $14.2M | $15.4M | 26.5% | |
| AON US INTERMEDIATE GOVERNMENT AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | $5.2M | $5.2M | 9.0% | |
| AON CORE REAL ESTATE AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | $5.4M | $4.8M | 8.2% | |
| AON MULTI ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | $3.1M | $3.9M | 6.7% | |
| AON GLOBAL EQUITY CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 004 | Common Collective Trust | — | $2.7M | $3.7M | 6.4% | |
| AON RETURN ENHANCING ALTER AON INVESTMENTS USA, INC. · EIN 98-1419542 / PN 001 | Common Collective Trust | — | $3.1M | $3.5M | 6.0% | |
| AON LARGE CAP EQUITY INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | $1.9M | $3.0M | 5.2% | |
| AON LARGE CAP EQUITY CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | — | $1.8M | $2.9M | 5.1% | |
| AON ENHANCED LIAB. DRIVEN INV FD AON TRUST COMPANY LLC · EIN 37-6543784 / PN 048 | Common Collective Trust | — | $2.5M | $2.7M | 4.7% | |
| NISA ULTRA LONG TREASURY NISA COLLECTIVE INVESTMENT TRUST · EIN 88-6547562 / PN 002 | Common Collective Trust | — | $2.5M | $2.4M | 4.1% | |
| AON NON-US EQUITY CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | $1.6M | $2.0M | 3.5% | |
| AON NON-US EQUITY INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | — | $1.5M | $2.0M | 3.5% | |
| NISA ULTRA MID TREASURY NISA COLLECTIVE INVESTMENT TRUST · EIN 88-6547562 / PN 001 | Common Collective Trust | — | $2.0M | $1.9M | 3.3% | |
| AON US LONG GOVERNMENT INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $1.9M | $1.8M | 3.1% | |
| AON SMALL CAP EQUITY INDEX AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | $672K | $1.0M | 1.7% | |
| EB TEMP INV FD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | $810K | $810K | 1.4% | |
| AON GLOBAL REAL ESTATE CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | $531K | $647K | 1.1% | |
| AON HIGH YIELD PLUS CL I AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | $187K | $240K | 0.4% |
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