2023 Form 5500 filing — Master Trust For Siemens Medical Solutions Usa, Inc. Savings 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 20241014070939NAL0051387698001) for Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans, reported by Siemens Medical Solutions Usa, Inc. under EIN 82-4408126 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
- 20241014070939NAL0051387698001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Siemens Medical Solutions Usa, Inc.
- EIN
- 82-4408126
- 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)
- $5,713,731,870
- Total liabilities (EOY)
- $1,818,426
- Net assets (EOY)
- $5,711,913,444
- Total income / additions
- $785,636,369
- Benefits paid
- $0
- Administrative expenses
- $11,070,283
- Total expenses
- $11,070,283
- Net increase / (decrease)
- $774,566,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions, LLC | NONE | $4,020,754 | $0 |
| Blackrock Institutional Trust Co. | NONE | $2,131,521 | $0 |
| Mfs Institutional Advisors, Inc. | NONE | $1,460,553 | $0 |
| Schroder Investment Management | NONE | $652,619 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $525,352 | $0 |
| Champlain Investment Partners | NONE | $350,583 | $0 |
| Hotchkis And Wiley Capital Mgmt | NONE | $311,893 | $0 |
| Artisan Partners | NONE | $309,768 | $0 |
| Fidelity Investments | NONE | $304,828 | not reported in the loaded dataset |
| Loomis Sayles And Company | NONE | $245,204 | not reported in the loaded dataset |
| Ofi Global Trust Company | NONE | $169,726 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $154,848 | $0 |
| Pershing LLC | NONE | $0 | $122,366 |
| Mercer | NONE | $118,992 | not reported in the loaded dataset |
| Ernst And Young Llp | NONE | $98,375 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $77,257 | $0 |
| State Street Global Advisors | NONE | $74,944 | $0 |
| Siemens Medical | NONE | $43,960 | not reported in the loaded dataset |
| Alight Financial Solutions, LLC | NONE | $0 | $43,730 |
| Dopkins And Company, Llp | NONE | $33,000 | not reported in the loaded dataset |