Novartis Corporation Investment Savings Plan — Form 5500 plan (Novartis Corporation)
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, Novartis Corporation Investment Savings Plan is a benefit plan reported by Novartis Corporation under EIN 13-1834433 and plan number 055. The latest loaded filing year is 2023. The filing reports 27,459 participants and $9,522,901,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Novartis Corporation
- EIN
- 13-1834433
- Plan number
- 055
- Plan type
- 2
- Location
- East Hanover, NJ
- Latest filing year
- 2023
- Participants
- 27,459
- End-of-year plan assets
- $9,522,901,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27,459 | H | 20241007095904NAL0030523218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,522,901,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,522,901,746
- Net assets (BOY)
- $8,437,903,652
Income & contributions
- Employer contributions
- $295,947,937
- Participant contributions
- $274,243,555
- Total contributions
- $620,526,190
- Total income / additions
- $2,070,125,907
Expenses & distributions
- Benefits paid
- $989,259,937
- Administrative expenses
- $0
- Total expenses
- $989,447,907
- Net increase / (decrease)
- $1,080,678,000
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.