Consolidated Roche Retirement Plan — Form 5500 plan (Hoffmann-La Roche 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, Consolidated Roche Retirement Plan is a benefit plan reported by Hoffmann-La Roche Inc. under EIN 22-0994270 and plan number 011. The latest loaded filing year is 2023. The filing reports 13,296 participants and $3,154,207,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hoffmann-La Roche Inc.
EIN
22-0994270
Plan number
011
Plan type
2
Location
Little Falls, NJ
Latest filing year
2023
Participants
13,296
End-of-year plan assets
$3,154,207,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,296H, C20241015192025NAL0015308499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,154,207,348
Total liabilities (EOY)
$236,000
Net assets (EOY)
$3,153,971,348
Net assets (BOY)
$3,048,882,291

Income & contributions

Total contributions
$0
Total income / additions
$290,576,480

Expenses & distributions

Benefits paid
$184,874,117
Administrative expenses
$613,306
Total expenses
$185,487,423
Net increase / (decrease)
$105,089,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell InvestmentsCONSULTANT$225,000not reported in the loaded dataset2023
Fidelity Investment InstitutionSERVICE PROVIDER$185,554not reported in the loaded dataset2023
State Street Retiree ServicesSERVICE PROVIDER$130,949not reported in the loaded dataset2023
MercerACTUARY$130,600not reported in the loaded dataset2023
Rsm Us Llp.AUDITOR$76,000not reported in the loaded dataset2023
Callan Associates Inc.CONSULTANT$55,488not reported in the loaded dataset2023
Institutional Protection ServicesSERVICE PROVIDER$8,433not reported in the loaded dataset2023

Related Form 5500 pages