Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans — 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, Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans is a benefit plan reported by Siemens Medical Solutions Usa, Inc. under EIN 82-4408790 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $801,391,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siemens Medical Solutions Usa, Inc.
- EIN
- 82-4408790
- Plan number
- 001
- Plan type
- 4
- Location
- Malvern, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $801,391,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014070830NAL0026742673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $801,391,226
- Total liabilities (EOY)
- $7,359,485
- Net assets (EOY)
- $794,031,741
- Net assets (BOY)
- $817,754,452
Income & contributions
- Total contributions
- $0
- Total income / additions
- $64,662,950
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,163,700
- Total expenses
- $2,163,700
- Net increase / (decrease)
- $62,499,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions | NONE | $523,808 | not reported in the loaded dataset | 2023 |
| Income Research Management | NONE | $507,543 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | TRUSTEE | $259,111 | $0 | 2023 |
| Wellington Management Company | NONE | $204,223 | not reported in the loaded dataset | 2023 |
| Willis Tower Watson | NONE | $169,125 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $149,956 | not reported in the loaded dataset | 2023 |
| Ernst And Young Llp | NONE | $101,000 | not reported in the loaded dataset | 2023 |
| Nisa | NONE | $97,515 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $36,704 | $0 | 2023 |
| Mercer | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Nepc | NONE | $27,118 | not reported in the loaded dataset | 2023 |
| Dopkins And Company, Llp | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Siemens Medical Solutions | PLAN ADMINISTRATOR | $17,640 | not reported in the loaded dataset | 2023 |
| Banco Popular | NONE | $16,843 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siemens Medical Solutions Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Malvern, PA
- Alight Solutions — Schedule C compensation
- Income Research Management — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Wellington Management Company — Schedule C compensation
- Willis Tower Watson — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Ernst And Young Llp — Schedule C compensation
- Nisa — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Mercer — Schedule C compensation
- Nepc — Schedule C compensation
- Dopkins And Company, Llp — Schedule C compensation
- Siemens Medical Solutions — Schedule C compensation
- Banco Popular — Schedule C compensation