Jubilant Pharma Holdings Inc. And Subsidiaries 401(K) Plan — Form 5500 plan (Jubilant Pharma Holdings 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, Jubilant Pharma Holdings Inc. And Subsidiaries 401(K) Plan is a benefit plan reported by Jubilant Pharma Holdings Inc. under EIN 14-1811739 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,081 participants and $131,274,829 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jubilant Pharma Holdings Inc.
EIN
14-1811739
Plan number
001
Plan type
2
Location
Yardley, PA
Latest filing year
2023
Participants
2,081
End-of-year plan assets
$131,274,829

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,081H, C20241011103108NAL0021675553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$131,274,829
Total liabilities (EOY)
$0
Net assets (EOY)
$131,274,829
Net assets (BOY)
$115,033,332

Income & contributions

Employer contributions
$3,864,034
Participant contributions
$8,951,796
Total contributions
$13,380,585
Total income / additions
$33,312,309

Expenses & distributions

Benefits paid
$16,882,294
Administrative expenses
$191,740
Total expenses
$17,070,812
Net increase / (decrease)
$16,241,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$149,935$02023
Mercer Investments LLCINVESTMENT ADVISORY$41,674not reported in the loaded dataset2023

Related Form 5500 pages