Boehringer Ingelheim Usa Corporation Master Investment Trust — Form 5500 plan (Boehringer Ingelheim Usa Corporation)
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, Boehringer Ingelheim Usa Corporation Master Investment Trust is a benefit plan reported by Boehringer Ingelheim Usa Corporation under EIN 74-3197526 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $4,434,450,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boehringer Ingelheim Usa Corporation
- EIN
- 74-3197526
- Plan number
- 003
- Plan type
- 4
- Location
- Ridgefield, CT
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $4,434,450,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241011155056NAL0012720947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,434,450,805
- Total liabilities (EOY)
- $36,279,246
- Net assets (EOY)
- $4,398,171,559
- Net assets (BOY)
- $3,812,825,316
Income & contributions
- Total contributions
- $0
- Total income / additions
- $593,111,504
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $8,710,539
- Total expenses
- $8,710,539
- Net increase / (decrease)
- $584,400,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $1,660,802 | $0 | 2023 |
| Thompson Siegel & Walmsley LLC | NONE | $174,646 | $565,417 | 2023 |
| Legal & General Investment Manageme | NONE | $583,640 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $512,308 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $465,370 | $0 | 2023 |
| The Bank Of New York Mellon | NONE | $459,395 | $0 | 2023 |
| Boston Partners Global Investors In | NONE | $408,924 | $23,711 | 2023 |
| Artisan Partners | NONE | $412,454 | not reported in the loaded dataset | 2023 |
| Jennison Associates LLC | NONE | $374,597 | not reported in the loaded dataset | 2023 |
| Invesco Advisers, Inc. | NONE | $360,687 | $0 | 2023 |
| Leeward Investments LLC | NONE | $337,081 | $0 | 2023 |
| Diamond Hill Capital Management Inc | NONE | $273,618 | $0 | 2023 |
| Aon Investments Usa Inc | NONE | $270,225 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | NONE | $211,512 | not reported in the loaded dataset | 2023 |
| Champlain Investment Partners LLC | NONE | $198,162 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $170,939 | $0 | 2023 |
| Blackrock Institutional Trust Co Na | NONE | $121,600 | $0 | 2023 |
| Crowe Llp | NONE | $99,700 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | NONE | $63,614 | $29,445 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boehringer Ingelheim Usa Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Ridgefield, CT
- Fidelity Investments Institutional — Schedule C compensation
- Thompson Siegel & Walmsley LLC — Schedule C compensation
- Legal & General Investment Manageme — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Pimco — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Boston Partners Global Investors In — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Invesco Advisers, Inc. — Schedule C compensation
- Leeward Investments LLC — Schedule C compensation
- Diamond Hill Capital Management Inc — Schedule C compensation
- Aon Investments Usa Inc — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Champlain Investment Partners LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Blackrock Institutional Trust Co Na — Schedule C compensation
- Crowe Llp — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation