2023 Form 5500 filing — Emd Serono, Inc. Employees 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 20250714130217NAL0000892323001) for Emd Serono, Inc. Employees Retirement Plan, reported by Emd Serono, Inc. under EIN 06-1040874 and plan number 001. It reports 668 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714130217NAL0000892323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emd Serono, Inc.
- EIN
- 06-1040874
- Plan number
- 001
- Location
- Burlington, MA
- Participants
- 668
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,360,597
- Total liabilities (EOY)
- $381,082
- Net assets (EOY)
- $2,979,515
- Employer contributions
- $16,338,026
- Total income / additions
- $21,447,778
- Benefits paid
- $59,862,671
- Administrative expenses
- $1,153,640
- Total expenses
- $61,016,311
- Net increase / (decrease)
- -$39,568,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | ACTUARIAL FEE | $897,380 | not reported in the loaded dataset |
| Mercer Investments LLC | FIDUCIARY | $129,972 | $0 |
| State Street Bank And Trust Company | TRUSTEE | $28,009 | not reported in the loaded dataset |