Plan5500

Emd Serono, Inc. Employees Retirement Plan — Form 5500 plan (Emd Serono, Inc.)

Plain-English plan 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, Emd Serono, Inc. Employees Retirement Plan is a benefit plan reported by Emd Serono, Inc. under EIN 06-1040874 and plan number 001. The latest loaded filing year is 2023. The filing reports 668 participants and $3,360,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emd Serono, Inc.
EIN
06-1040874
Plan number
001
Plan type
2
Location
Burlington, MA
Latest filing year
2023
Participants
668
End-of-year plan assets
$3,360,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023668H, C20250714130217NAL0000892323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,360,597
Total liabilities (EOY)
$381,082
Net assets (EOY)
$2,979,515
Net assets (BOY)
$42,548,048

Income & contributions

Employer contributions
$16,338,026
Total contributions
$16,338,026
Total income / additions
$21,447,778

Expenses & distributions

Benefits paid
$59,862,671
Administrative expenses
$1,153,640
Total expenses
$61,016,311
Net increase / (decrease)
-$39,568,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerACTUARIAL FEE$897,380not reported in the loaded dataset2023
Mercer Investments LLCFIDUCIARY$129,972$02023
State Street Bank And Trust CompanyTRUSTEE$28,009not reported in the loaded dataset2023

Related Form 5500 pages