Novartis Corporation Dc Master Trust — Form 5500 plan (Novartis Corporation)

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, Novartis Corporation Dc Master Trust is a benefit plan reported by Novartis Corporation under EIN 13-1834433 and plan number 400. The latest loaded filing year is 2023. The filing reports 0 participants and $9,945,284,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Novartis Corporation
EIN
13-1834433
Plan number
400
Plan type
4
Location
East Hanover, NJ
Latest filing year
2023
Participants
0
End-of-year plan assets
$9,945,284,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20241007095949NAL0008767203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,945,284,483
Total liabilities (EOY)
$554,004,856
Net assets (EOY)
$9,391,279,627
Net assets (BOY)
$8,307,888,111

Income & contributions

Total contributions
$0
Total income / additions
$1,458,727,966

Expenses & distributions

Benefits paid
$0
Administrative expenses
$2,090,702
Total expenses
$2,090,702
Net increase / (decrease)
$1,456,637,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Invest Inst Ops CoRECORDKEEPER-$541,716$02023

Related Form 5500 pages