Robert Bosch LLC Master Trust Retirement Trust — Form 5500 plan (Robert Bosch LLC)
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, Robert Bosch LLC Master Trust Retirement Trust is a benefit plan reported by Robert Bosch LLC under EIN 36-2903176 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,611,344,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert Bosch LLC
- EIN
- 36-2903176
- Plan number
- 100
- Plan type
- 4
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,611,344,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015130657NAL0056285522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,611,344,167
- Total liabilities (EOY)
- $65,056,736
- Net assets (EOY)
- $1,546,287,431
- Net assets (BOY)
- $1,535,467,730
Income & contributions
- Total contributions
- $0
- Total income / additions
- $127,845,035
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $23,735,636
- Total expenses
- $23,735,636
- Net increase / (decrease)
- $104,109,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus Health (Us) Ltd | NONE | $4,572,491 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $3,112,567 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $2,873,381 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | NONE | $2,799,481 | $0 | 2023 |
| The Northern Trust Company | NONE | $2,486,307 | $0 | 2023 |
| Aon Consulting Inc | NONE | $690,345 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $568,547 | not reported in the loaded dataset | 2023 |
| Plante & Moran Pllc | NONE | $470,400 | not reported in the loaded dataset | 2023 |
| Pyrford International | NONE | $166,120 | not reported in the loaded dataset | 2023 |
| Dodge And Cox Inc | NONE | $154,190 | $0 | 2023 |
| Smith, Graham And Co. Inv Advr, Lp. | NONE | $112,869 | $0 | 2023 |
| Jennison Associates LLC | NONE | $105,936 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robert Bosch LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Farmington Hills, MI
- Telus Health (Us) Ltd — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation
- Pyrford International — Schedule C compensation
- Dodge And Cox Inc — Schedule C compensation
- Smith, Graham And Co. Inv Advr, Lp. — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation