Plan5500

2023 Form 5500 filing — Consolidated Roche Retirement 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 20241015192025NAL0015308499001) for Consolidated Roche Retirement Plan, reported by Hoffmann-La Roche Inc. under EIN 22-0994270 and plan number 011. It reports 13,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015192025NAL0015308499001
Filing year
2023
Form type
2
Plan sponsor
Hoffmann-La Roche Inc.
EIN
22-0994270
Plan number
011
Location
Little Falls, NJ
Participants
13,296
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,154,207,348
Total liabilities (EOY)
$236,000
Net assets (EOY)
$3,153,971,348
Total income / additions
$290,576,480
Benefits paid
$184,874,117
Administrative expenses
$613,306
Total expenses
$185,487,423
Net increase / (decrease)
$105,089,057
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Russell InvestmentsCONSULTANT$225,000not reported in the loaded dataset
Fidelity Investment InstitutionSERVICE PROVIDER$185,554not reported in the loaded dataset
State Street Retiree ServicesSERVICE PROVIDER$130,949not reported in the loaded dataset
MercerACTUARY$130,600not reported in the loaded dataset
Rsm Us Llp.AUDITOR$76,000not reported in the loaded dataset
Callan Associates Inc.CONSULTANT$55,488not reported in the loaded dataset
Institutional Protection ServicesSERVICE PROVIDER$8,433not reported in the loaded dataset

Related Form 5500 pages