2023 Form 5500 filing — Boehringer Ingelheim Usa Corporation Master Investment Trust
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 20241011155056NAL0012720947001) for Boehringer Ingelheim Usa Corporation Master Investment Trust, reported by Boehringer Ingelheim Usa Corporation under EIN 74-3197526 and plan number 003. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155056NAL0012720947001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Boehringer Ingelheim Usa Corporation
- EIN
- 74-3197526
- Plan number
- 003
- Location
- Ridgefield, CT
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,434,450,805
- Total liabilities (EOY)
- $36,279,246
- Net assets (EOY)
- $4,398,171,559
- Total income / additions
- $593,111,504
- Benefits paid
- $0
- Administrative expenses
- $8,710,539
- Total expenses
- $8,710,539
- Net increase / (decrease)
- $584,400,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $1,660,802 | $0 |
| Thompson Siegel & Walmsley LLC | NONE | $174,646 | $565,417 |
| Legal & General Investment Manageme | NONE | $583,640 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $512,308 | not reported in the loaded dataset |
| Pimco | NONE | $465,370 | $0 |
| The Bank Of New York Mellon | NONE | $459,395 | $0 |
| Boston Partners Global Investors In | NONE | $408,924 | $23,711 |
| Artisan Partners | NONE | $412,454 | not reported in the loaded dataset |
| Jennison Associates LLC | NONE | $374,597 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $360,687 | $0 |
| Leeward Investments LLC | NONE | $337,081 | $0 |
| Diamond Hill Capital Management Inc | NONE | $273,618 | $0 |
| Aon Investments Usa Inc | NONE | $270,225 | not reported in the loaded dataset |
| Aon Consulting Inc | NONE | $211,512 | not reported in the loaded dataset |
| Champlain Investment Partners LLC | NONE | $198,162 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $170,939 | $0 |
| Blackrock Institutional Trust Co Na | NONE | $121,600 | $0 |
| Crowe Llp | NONE | $99,700 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $63,614 | $29,445 |