2023 Form 5500 filing — Robert Bosch LLC Master Trust Retirement Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015130657NAL0056285522001) for Robert Bosch LLC Master Trust Retirement Trust, reported by Robert Bosch LLC under EIN 36-2903176 and plan number 100. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130657NAL0056285522001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Robert Bosch LLC
- EIN
- 36-2903176
- Plan number
- 100
- Location
- Farmington Hills, MI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,611,344,167
- Total liabilities (EOY)
- $65,056,736
- Net assets (EOY)
- $1,546,287,431
- Total income / additions
- $127,845,035
- Benefits paid
- $0
- Administrative expenses
- $23,735,636
- Total expenses
- $23,735,636
- Net increase / (decrease)
- $104,109,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus Health (Us) Ltd | NONE | $4,572,491 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $3,112,567 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $2,873,381 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $2,799,481 | $0 |
| The Northern Trust Company | NONE | $2,486,307 | $0 |
| Aon Consulting Inc | NONE | $690,345 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $568,547 | not reported in the loaded dataset |
| Plante & Moran Pllc | NONE | $470,400 | not reported in the loaded dataset |
| Pyrford International | NONE | $166,120 | not reported in the loaded dataset |
| Dodge And Cox Inc | NONE | $154,190 | $0 |
| Smith, Graham And Co. Inv Advr, Lp. | NONE | $112,869 | $0 |
| Jennison Associates LLC | NONE | $105,936 | $0 |