Consolidated Roche Retirement Plan — Form 5500 plan (Hoffmann-La Roche 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, Consolidated Roche Retirement Plan is a benefit plan reported by Hoffmann-La Roche Inc. under EIN 22-0994270 and plan number 011. The latest loaded filing year is 2023. The filing reports 13,296 participants and $3,154,207,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoffmann-La Roche Inc.
- EIN
- 22-0994270
- Plan number
- 011
- Plan type
- 2
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 13,296
- End-of-year plan assets
- $3,154,207,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,296 | H, C | 20241015192025NAL0015308499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,154,207,348
- Total liabilities (EOY)
- $236,000
- Net assets (EOY)
- $3,153,971,348
- Net assets (BOY)
- $3,048,882,291
Income & contributions
- Total contributions
- $0
- Total income / additions
- $290,576,480
Expenses & distributions
- Benefits paid
- $184,874,117
- Administrative expenses
- $613,306
- Total expenses
- $185,487,423
- Net increase / (decrease)
- $105,089,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments | CONSULTANT | $225,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Institution | SERVICE PROVIDER | $185,554 | not reported in the loaded dataset | 2023 |
| State Street Retiree Services | SERVICE PROVIDER | $130,949 | not reported in the loaded dataset | 2023 |
| Mercer | ACTUARY | $130,600 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp. | AUDITOR | $76,000 | not reported in the loaded dataset | 2023 |
| Callan Associates Inc. | CONSULTANT | $55,488 | not reported in the loaded dataset | 2023 |
| Institutional Protection Services | SERVICE PROVIDER | $8,433 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hoffmann-La Roche Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Little Falls, NJ
- Russell Investments — Schedule C compensation
- Fidelity Investment Institution — Schedule C compensation
- State Street Retiree Services — Schedule C compensation
- Mercer — Schedule C compensation
- Rsm Us Llp. — Schedule C compensation
- Callan Associates Inc. — Schedule C compensation
- Institutional Protection Services — Schedule C compensation