2023 Form 5500 filing — Grifols Employee Retirement 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 20241015120457NAL0057436930001) for Grifols Employee Retirement Savings Plan, reported by Grifols Shared Services Na, Inc. under EIN 20-2533768 and plan number 001. It reports 19,489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120457NAL0057436930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grifols Shared Services Na, Inc.
- EIN
- 20-2533768
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 19,489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,128,090,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,128,090,978
- Employer contributions
- $33,099,613
- Participant contributions
- $57,680,389
- Total income / additions
- $266,887,005
- Benefits paid
- $141,141,418
- Administrative expenses
- $1,210,467
- Total expenses
- $142,471,291
- Net increase / (decrease)
- $124,415,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $569,207 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $495,642 | not reported in the loaded dataset |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $117,630 | not reported in the loaded dataset |
| Bdo Usa Llp | ACCOUNTANT/AUDITOR | $28,000 | not reported in the loaded dataset |