2023 Form 5500 filing — U.S. Roche Health And Welfare Benefits Veba 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 20241223104055NAL0015231072001) for U.S. Roche Health And Welfare Benefits Veba Plan, reported by Genentech, Inc. under EIN 94-2347624 and plan number 512. It reports 23,789 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223104055NAL0015231072001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Genentech, Inc.
- EIN
- 94-2347624
- Plan number
- 512
- Location
- South San Francisco, CA
- Participants
- 23,789
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,514,449
- Total liabilities (EOY)
- $58,703,977
- Net assets (EOY)
- $44,810,472
- Employer contributions
- $438,936,480
- Participant contributions
- $59,183,520
- Total income / additions
- $505,919,765
- Benefits paid
- $487,720,126
- Administrative expenses
- $18,930,123
- Total expenses
- $506,650,249
- Net increase / (decrease)
- -$730,484
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Services | SERVICE PROVIDER | $16,627,920 | not reported in the loaded dataset |
| Delta Dental Of California | SERVICE PROVIDER | $994,776 | not reported in the loaded dataset |
| Vision Service Plan | SERVICE PROVIDER | $457,213 | not reported in the loaded dataset |
| Optum Rx (Uhc) | SERVICE PROVIDER | $443,923 | not reported in the loaded dataset |
| Sedgwick | SERVICE PROVIDER | $251,429 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $87,556 | not reported in the loaded dataset |