Apotex Corp. Retirement Savings Plan — Form 5500 plan (Apotex Corp)
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, Apotex Corp. Retirement Savings Plan is a benefit plan reported by Apotex Corp under EIN 13-3661214 and plan number 001. The latest loaded filing year is 2023. The filing reports 685 participants and $36,872,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apotex Corp
- EIN
- 13-3661214
- Plan number
- 001
- Plan type
- 2
- Location
- Weston, FL
- Latest filing year
- 2023
- Participants
- 685
- End-of-year plan assets
- $36,872,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 685 | H, C | 20250424153125NAL0007368449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,872,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,872,742
- Net assets (BOY)
- $40,294,091
Income & contributions
- Employer contributions
- $895,663
- Participant contributions
- $1,792,034
- Total contributions
- $2,711,772
- Total income / additions
- $9,374,981
Expenses & distributions
- Benefits paid
- $12,730,066
- Administrative expenses
- $66,264
- Total expenses
- $12,796,330
- Net increase / (decrease)
- -$3,421,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,838 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,964 | not reported in the loaded dataset | 2023 |
| Investment Research & Advisory Gro | INVESTMENT ADVISOR | $6,462 | not reported in the loaded dataset | 2023 |