2023 Form 5500 filing — Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans
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 20241014070830NAL0026742673001) for Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans, reported by Siemens Medical Solutions Usa, Inc. under EIN 82-4408790 and plan number 001. 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
- 20241014070830NAL0026742673001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Siemens Medical Solutions Usa, Inc.
- EIN
- 82-4408790
- Plan number
- 001
- Location
- Malvern, PA
- 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)
- $801,391,226
- Total liabilities (EOY)
- $7,359,485
- Net assets (EOY)
- $794,031,741
- Total income / additions
- $64,662,950
- Benefits paid
- $0
- Administrative expenses
- $2,163,700
- Total expenses
- $2,163,700
- Net increase / (decrease)
- $62,499,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions | NONE | $523,808 | not reported in the loaded dataset |
| Income Research Management | NONE | $507,543 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $259,111 | $0 |
| Wellington Management Company | NONE | $204,223 | not reported in the loaded dataset |
| Willis Tower Watson | NONE | $169,125 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $149,956 | not reported in the loaded dataset |
| Ernst And Young Llp | NONE | $101,000 | not reported in the loaded dataset |
| Nisa | NONE | $97,515 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $36,704 | $0 |
| Mercer | NONE | $30,000 | not reported in the loaded dataset |
| Nepc | NONE | $27,118 | not reported in the loaded dataset |
| Dopkins And Company, Llp | NONE | $21,500 | not reported in the loaded dataset |
| Siemens Medical Solutions | PLAN ADMINISTRATOR | $17,640 | not reported in the loaded dataset |
| Banco Popular | NONE | $16,843 | not reported in the loaded dataset |