Siemens Healthcare Diagnostics Inc. Puerto Rico Pension Plan — Form 5500 plan (Siemens Medical Solutions Usa, 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, Siemens Healthcare Diagnostics Inc. Puerto Rico Pension Plan is a benefit plan reported by Siemens Medical Solutions Usa, Inc. under EIN 22-2417778 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $4,587,503 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.6MPlan net assets, end of year$4,586,365
Participants164Covered participants reported
Assets / participant$28KComputed: assets ÷ participants$27,973 (computed)
Provider compensationNone reported
Plan sponsor
Siemens Medical Solutions Usa, Inc.
EIN
22-2417778
Plan number
003
Plan type
2
Location
Malvern, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H20241014071242NAL0045191856001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$1.1K
Money in vs. money out
Total income / additions$413K
Total expenses$382.5K
Benefits paid / distributions$382.5K
Contributions
Employer$131.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,587,503
Total liabilities (EOY)
$1,138
Net assets (EOY)
$4,586,365
Net assets (BOY)
$4,555,848

Income & contributions

Employer contributions
$131,926
Total contributions
$131,926
Total income / additions
$413,037

Expenses & distributions

Benefits paid
$382,520
Administrative expenses
$0
Total expenses
$382,520
Net increase / (decrease)
$30,517
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income93%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages