Hologic, Inc. Savings And Investment Plan — Form 5500 plan (Hologic, 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, Hologic, Inc. Savings And Investment Plan is a benefit plan reported by Hologic, Inc. under EIN 04-2902449 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,846 participants and $1,048,360,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hologic, Inc.
EIN
04-2902449
Plan number
001
Plan type
2
Location
Marlborough, MA
Latest filing year
2023
Participants
6,846
End-of-year plan assets
$1,048,360,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,846H, C20241015122506NAL0016378883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,048,360,514
Total liabilities (EOY)
$3,357
Net assets (EOY)
$1,048,357,157
Net assets (BOY)
$880,861,195

Income & contributions

Employer contributions
$23,524,755
Participant contributions
$53,983,762
Total contributions
$88,630,498
Total income / additions
$262,786,224

Expenses & distributions

Benefits paid
$95,188,475
Administrative expenses
$45,944
Total expenses
$95,290,262
Net increase / (decrease)
$167,495,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rocaton Investment Advisors, LLCCONSULTANT$86,609not reported in the loaded dataset2023
Rsm Us LlpACCOUNTANT/AUDITOR$32,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$71,048$02023

Related Form 5500 pages