Philips North America Master Retirement Trust — Form 5500 plan (Philips North America LLC)
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, Philips North America Master Retirement Trust is a benefit plan reported by Philips North America LLC under EIN 13-6326118 and plan number 999. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $492,118,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Philips North America LLC
- EIN
- 13-6326118
- Plan number
- 999
- Plan type
- 4
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $492,118,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015154035NAL0014988467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $492,118,763
- Total liabilities (EOY)
- $3,102,079
- Net assets (EOY)
- $489,016,684
- Net assets (BOY)
- $504,422,020
Income & contributions
- Total contributions
- $0
- Total income / additions
- $51,029,862
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $996,077
- Total expenses
- $996,077
- Net increase / (decrease)
- $50,033,785
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management Inc | INVESTMENT MANAGER | $659,863 | $0 | 2023 |
| Northern Trust Company | TRUSTEE | $19,354 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | TAX PREPARER | $6,582 | not reported in the loaded dataset | 2023 |