Grifols Employee Retirement Savings Plan — Form 5500 plan (Grifols Shared Services Na, 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, Grifols Employee Retirement Savings Plan is a benefit plan reported by Grifols Shared Services Na, Inc. under EIN 20-2533768 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,489 participants and $1,128,090,978 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grifols Shared Services Na, Inc.
- EIN
- 20-2533768
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 19,489
- End-of-year plan assets
- $1,128,090,978
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,489 | H, C | 20241015120457NAL0057436930001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,128,090,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,128,090,978
- Net assets (BOY)
- $980,244,331
Income & contributions
- Employer contributions
- $33,099,613
- Participant contributions
- $57,680,389
- Total contributions
- $96,537,623
- Total income / additions
- $266,887,005
Expenses & distributions
- Benefits paid
- $141,141,418
- Administrative expenses
- $1,210,467
- Total expenses
- $142,471,291
- Net increase / (decrease)
- $124,415,714
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $569,207 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $495,642 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC. | INVESTMENT ADVISOR | $117,630 | not reported in the loaded dataset | 2023 |
| Bdo Usa Llp | ACCOUNTANT/AUDITOR | $28,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grifols Shared Services Na, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC. — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation