Roche Post Employment Health Care 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, Roche Post Employment Health Care Plan is a benefit plan reported by Hoffmann-La Roche Inc. under EIN 22-0994270 and plan number 521. The latest loaded filing year is 2023. The filing reports 7,843 participants and $361,560,422 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
- 521
- Plan type
- 2
- Location
- Little Falls, NJ
- Latest filing year
- 2023
- Participants
- 7,843
- End-of-year plan assets
- $361,560,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,843 | H, C | 20241223104759NAL0009204353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $361,560,422
- Total liabilities (EOY)
- $3,083,639
- Net assets (EOY)
- $358,476,783
- Net assets (BOY)
- $305,124,904
Income & contributions
- Employer contributions
- $42,617,892
- Participant contributions
- $6,783,961
- Total contributions
- $49,401,853
- Total income / additions
- $94,291,853
Expenses & distributions
- Benefits paid
- $39,489,091
- Administrative expenses
- $1,450,883
- Total expenses
- $40,939,974
- Net increase / (decrease)
- $53,351,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Bcbs Of Nj | SERVICE PROVIDER | $1,009,489 | $0 | 2023 |
| Optum Rx (Uhc) | SERVICE PROVIDER | $186,736 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Nj, Inc. | SERVICE PROVIDER | $64,363 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | AUDITOR | $40,556 | not reported in the loaded dataset | 2023 |
| Erisa Advisory Group | CONSULTANT | $7,266 | not reported in the loaded dataset | 2023 |
| Allsup | SERVICE PROVIDER | $2,800 | 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
- Horizon Bcbs Of Nj — Schedule C compensation
- Optum Rx (Uhc) — Schedule C compensation
- Delta Dental Of Nj, Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Erisa Advisory Group — Schedule C compensation
- Allsup — Schedule C compensation