Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans — Form 5500 plan (Siemens Medical Solutions Usa, 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, Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans is a benefit plan reported by Siemens Medical Solutions Usa, Inc. under EIN 82-4408126 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $5,713,731,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siemens Medical Solutions Usa, Inc.
- EIN
- 82-4408126
- Plan number
- 001
- Plan type
- 4
- Location
- Malvern, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $5,713,731,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241014070939NAL0051387698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,713,731,870
- Total liabilities (EOY)
- $1,818,426
- Net assets (EOY)
- $5,711,913,444
- Net assets (BOY)
- $5,050,041,513
Income & contributions
- Total contributions
- $0
- Total income / additions
- $785,636,369
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $11,070,283
- Total expenses
- $11,070,283
- Net increase / (decrease)
- $774,566,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions, LLC | NONE | $4,020,754 | $0 | 2023 |
| Blackrock Institutional Trust Co. | NONE | $2,131,521 | $0 | 2023 |
| Mfs Institutional Advisors, Inc. | NONE | $1,460,553 | $0 | 2023 |
| Schroder Investment Management | NONE | $652,619 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $525,352 | $0 | 2023 |
| Champlain Investment Partners | NONE | $350,583 | $0 | 2023 |
| Hotchkis And Wiley Capital Mgmt | NONE | $311,893 | $0 | 2023 |
| Artisan Partners | NONE | $309,768 | $0 | 2023 |
| Fidelity Investments | NONE | $304,828 | not reported in the loaded dataset | 2023 |
| Loomis Sayles And Company | NONE | $245,204 | not reported in the loaded dataset | 2023 |
| Ofi Global Trust Company | NONE | $169,726 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $154,848 | $0 | 2023 |
| Pershing LLC | NONE | $0 | $122,366 | 2023 |
| Mercer | NONE | $118,992 | not reported in the loaded dataset | 2023 |
| Ernst And Young Llp | NONE | $98,375 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $77,257 | $0 | 2023 |
| State Street Global Advisors | NONE | $74,944 | $0 | 2023 |
| Siemens Medical | NONE | $43,960 | not reported in the loaded dataset | 2023 |
| Alight Financial Solutions, LLC | NONE | $0 | $43,730 | 2023 |
| Dopkins And Company, Llp | NONE | $33,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Siemens Medical Solutions Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Malvern, PA
- Alight Solutions, LLC — Schedule C compensation
- Blackrock Institutional Trust Co. — Schedule C compensation
- Mfs Institutional Advisors, Inc. — Schedule C compensation
- Schroder Investment Management — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Champlain Investment Partners — Schedule C compensation
- Hotchkis And Wiley Capital Mgmt — Schedule C compensation
- Artisan Partners — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Loomis Sayles And Company — Schedule C compensation
- Ofi Global Trust Company — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Pershing LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Ernst And Young Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Siemens Medical — Schedule C compensation
- Alight Financial Solutions, LLC — Schedule C compensation
- Dopkins And Company, Llp — Schedule C compensation