2023 Form 5500 filing — Roche Post Employment Health Care 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 20241223104759NAL0009204353001) for Roche Post Employment Health Care Plan, reported by Hoffmann-La Roche Inc. under EIN 22-0994270 and plan number 521. It reports 7,843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223104759NAL0009204353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoffmann-La Roche Inc.
- EIN
- 22-0994270
- Plan number
- 521
- Location
- Little Falls, NJ
- Participants
- 7,843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $361,560,422
- Total liabilities (EOY)
- $3,083,639
- Net assets (EOY)
- $358,476,783
- Employer contributions
- $42,617,892
- Participant contributions
- $6,783,961
- Total income / additions
- $94,291,853
- Benefits paid
- $39,489,091
- Administrative expenses
- $1,450,883
- Total expenses
- $40,939,974
- Net increase / (decrease)
- $53,351,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Bcbs Of Nj | SERVICE PROVIDER | $1,009,489 | $0 |
| Optum Rx (Uhc) | SERVICE PROVIDER | $186,736 | not reported in the loaded dataset |
| Delta Dental Of Nj, Inc. | SERVICE PROVIDER | $64,363 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $40,556 | not reported in the loaded dataset |
| Erisa Advisory Group | CONSULTANT | $7,266 | not reported in the loaded dataset |
| Allsup | SERVICE PROVIDER | $2,800 | not reported in the loaded dataset |