Ultragenyx Pharmaceutical Inc. 401(K) Plan And Trust — Form 5500 plan (Ultragenyx Pharmaceutical 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, Ultragenyx Pharmaceutical Inc. 401(K) Plan And Trust is a benefit plan reported by Ultragenyx Pharmaceutical Inc. under EIN 27-2546083 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,429 participants and $166,368,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ultragenyx Pharmaceutical Inc.
EIN
27-2546083
Plan number
001
Plan type
2
Location
Novato, CA
Latest filing year
2023
Participants
1,429
End-of-year plan assets
$166,368,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,429H, C20240625153550NAL0004766419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$166,368,074
Total liabilities (EOY)
$0
Net assets (EOY)
$166,368,074
Net assets (BOY)
$117,338,679

Income & contributions

Employer contributions
$9,728,539
Participant contributions
$21,998,289
Total contributions
$34,893,323
Total income / additions
$61,169,168

Expenses & distributions

Benefits paid
$12,052,402
Administrative expenses
$74,914
Total expenses
$12,139,773
Net increase / (decrease)
$49,029,395

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$53,079not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,885$02023

Related Form 5500 pages