2023 Form 5500 filing — The Lonza Us Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919050657NAL0005648369001) for The Lonza Us Savings Plan, reported by Lonza Usa Inc. under EIN 85-3984443 and plan number 003. It reports 6,781 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919050657NAL0005648369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lonza Usa Inc.
- EIN
- 85-3984443
- Plan number
- 003
- Location
- Morristown, NJ
- Participants
- 6,781
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $930,013,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $930,013,705
- Employer contributions
- $37,425,875
- Participant contributions
- $47,975,976
- Total income / additions
- $230,786,640
- Benefits paid
- $68,593,045
- Administrative expenses
- $483,603
- Total expenses
- $69,406,246
- Net increase / (decrease)
- $161,380,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $838,357 | $0 |
| Fiducient Advisors | CONSULTANT | $85,682 | $0 |
| Nelson Mullins Riley & Scarborough | ATTORNEY | $51,453 | $0 |
| Wiss & Company Llp | ACCOUNTANT | $27,500 | $0 |
| Lonza Usa Inc. | PLAN ADMINISTRATOR | $16,782 | $0 |
| Aon | RECORD KEEPER | $5,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |