Bosch Savings Incentive Plan — Form 5500 plan (Robert Bosch 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, Bosch Savings Incentive Plan is a benefit plan reported by Robert Bosch LLC under EIN 36-2903176 and plan number 003. The latest loaded filing year is 2023. The filing reports 19,631 participants and $4,056,423,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert Bosch LLC
EIN
36-2903176
Plan number
003
Plan type
3
Location
Broadview, IL
Latest filing year
2023
Participants
19,631
End-of-year plan assets
$4,056,423,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,631H, C20241014173457NAL0015367827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,056,423,435
Total liabilities (EOY)
$0
Net assets (EOY)
$4,056,423,435
Net assets (BOY)
$3,366,537,341

Income & contributions

Employer contributions
$136,406,009
Participant contributions
$135,643,723
Total contributions
$343,365,521
Total income / additions
$983,953,862

Expenses & distributions

Benefits paid
$291,998,721
Administrative expenses
$2,003,772
Total expenses
$294,067,768
Net increase / (decrease)
$689,886,094

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$1,475,263not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$656,698not reported in the loaded dataset2023

Related Form 5500 pages