2023 Form 5500 filing — Apotex Corp. Retirement Savings Plan

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 20250424153125NAL0007368449001) for Apotex Corp. Retirement Savings Plan, reported by Apotex Corp under EIN 13-3661214 and plan number 001. It reports 685 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250424153125NAL0007368449001
Filing year
2023
Form type
2
Plan sponsor
Apotex Corp
EIN
13-3661214
Plan number
001
Location
Weston, FL
Participants
685
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$36,872,742
Total liabilities (EOY)
$0
Net assets (EOY)
$36,872,742
Employer contributions
$895,663
Participant contributions
$1,792,034
Total income / additions
$9,374,981
Benefits paid
$12,730,066
Administrative expenses
$66,264
Total expenses
$12,796,330
Net increase / (decrease)
-$3,421,349
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$43,838not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$15,964not reported in the loaded dataset
Investment Research & Advisory GroINVESTMENT ADVISOR$6,462not reported in the loaded dataset

Related Form 5500 pages