Charles River Laboratories, Inc. Savings/Plus Plan — Form 5500 plan (Charles River Laboratories, 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, Charles River Laboratories, Inc. Savings/Plus Plan is a benefit plan reported by Charles River Laboratories, Inc. under EIN 76-0509980 and plan number 004. The latest loaded filing year is 2023. The filing reports 15,856 participants and $943,482,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles River Laboratories, Inc.
- EIN
- 76-0509980
- Plan number
- 004
- Plan type
- 2
- Location
- Wilmington, MA
- Latest filing year
- 2023
- Participants
- 15,856
- End-of-year plan assets
- $943,482,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15,856 | H, C | 20240829141557NAL0006498387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $943,482,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $943,482,231
- Net assets (BOY)
- $757,608,358
Income & contributions
- Employer contributions
- $31,580,483
- Participant contributions
- $73,177,308
- Total contributions
- $117,634,657
- Total income / additions
- $257,781,276
Expenses & distributions
- Benefits paid
- $58,642,054
- Administrative expenses
- $1,154,819
- Total expenses
- $59,837,542
- Net increase / (decrease)
- $197,943,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $755,759 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $266,560 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | CONSULTANT | $83,500 | not reported in the loaded dataset | 2023 |
| Pricewaterhouse Coopers Llp | ACCOUNTANT/AUDITOR | $49,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charles River Laboratories, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wilmington, MA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Pricewaterhouse Coopers Llp — Schedule C compensation