Employers › ICU Medical
Recordkeeping fees per participant · ICU Medical, Inc. 401(k) Plan · plan year 2024
$65.86
Higher than 72% of the 1,697 plans $250M to 1B that report it.
= $342,887 / 5,206
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013210349NAL0000940995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013210349NAL0000940995001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Administrative expenses excluding investment management, per participant
$65.96
Higher than 48% of the 2,324 plans $250M to 1B that report it.
= $343,387 / 5,206
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013210349NAL0000940995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013210349NAL0000940995001, received 2025-10-13
Administrative expenses per participant
$83.25
Higher than 47% of the 2,405 plans $250M to 1B that report it.
= $433,387 / 5,206
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013210349NAL0000940995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013210349NAL0000940995001, received 2025-10-13
Administrative expenses as a share of assets
0.064%
Higher than 44% of the 2,407 plans $250M to 1B that report it.
= $433,387 / $674,132,385
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013210349NAL0000940995001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013210349NAL0000940995001, received 2025-10-13
Employer contributions per participant
$3,549
Higher than 58% of the 2,457 plans $250M to 1B that report it.
= $18,476,100 / 5,206
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013210349NAL0000940995001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013210349NAL0000940995001, received 2025-10-13
Employer share of total contributions
31.9%
Higher than 53% of the 2,459 plans $250M to 1B that report it.
= $18,476,100 / $57,890,063
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013210349NAL0000940995001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013210349NAL0000940995001, received 2025-10-13
Plan terms are described in ICU Medical, Inc.'s SEC filings: Form 10-K filed 2026-02-19. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013210349NAL0000940995001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ICU MEDICAL, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Plan name | ICU MEDICAL, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Sponsor EIN / plan number | 33-0022692 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Sponsor location | SAN CLEMENTE, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Industry (business code) | 339110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Participants, beginning of year | 5,455 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Active participants | 4,296 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Participants, end of year | 5,386 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Participants with an account balance | 5,206 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Total assets, beginning of year | $610,701,449 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Total assets, end of year | $674,132,385 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Net assets, end of year | $674,132,385 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Total income | $138,714,550 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Net income | $63,430,936 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Employer contributions | $18,476,100 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Participant contributions | $35,788,320 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $3,625,643 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Total contributions | $57,890,063 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Benefit payments | $74,850,227 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $75,283,614 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Total administrative expenses | $433,387 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Recordkeeping fees | $342,887 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Investment advisory and management fees | $90,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Administrative expenses excluding investment management | $343,387 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Held in common/collective trusts | $565,771,992 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Held in mutual funds | $95,708,111 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013210349NAL0000940995001, received 2025-10-13 |
| Independent auditor | WRIGHT, FORD, YOUNG & CO. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013210349NAL0000940995001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013210349NAL0000940995001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $342,887 | yes |
| SAGEVIEW ADVISORY GROUP LLC | NONE | 16 Consulting (general); 26 Investment advisory (participants); 50 Direct payment from the plan | $90,000 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013210349NAL0000940995001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $610,701,449 | $674,132,385 | 10.4% |
| Participants with a balance | 5,301 | 5,206 | -1.8% |
| Administrative expenses | $423,068 | $433,387 | 2.4% |
| Recordkeeping fees per participant | $62.68 | $65.86 | 5.1% |
| Employer contributions | $18,342,704 | $18,476,100 | 0.7% |
Prior filing 20241015144843NAL0016665635001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: ICU MEDICAL, INC.; SEC registrant: ICU MEDICAL INC/DE (CIK 883984, matched by EIN; display name from the Form 10-K cover).