The Lonza Us Savings Plan — Form 5500 plan (Lonza 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, The Lonza Us Savings Plan is a benefit plan reported by Lonza Usa Inc. under EIN 85-3984443 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,781 participants and $930,013,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lonza Usa Inc.
- EIN
- 85-3984443
- Plan number
- 003
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 6,781
- End-of-year plan assets
- $930,013,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,781 | H, C | 20240919050657NAL0005648369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $930,013,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $930,013,705
- Net assets (BOY)
- $768,633,311
Income & contributions
- Employer contributions
- $37,425,875
- Participant contributions
- $47,975,976
- Total contributions
- $92,660,206
- Total income / additions
- $230,786,640
Expenses & distributions
- Benefits paid
- $68,593,045
- Administrative expenses
- $483,603
- Total expenses
- $69,406,246
- Net increase / (decrease)
- $161,380,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $838,357 | $0 | 2023 |
| Fiducient Advisors | CONSULTANT | $85,682 | $0 | 2023 |
| Nelson Mullins Riley & Scarborough | ATTORNEY | $51,453 | $0 | 2023 |
| Wiss & Company Llp | ACCOUNTANT | $27,500 | $0 | 2023 |
| Lonza Usa Inc. | PLAN ADMINISTRATOR | $16,782 | $0 | 2023 |
| Aon | RECORD KEEPER | $5,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lonza Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Morristown, NJ
- Adp, Inc. — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Nelson Mullins Riley & Scarborough — Schedule C compensation
- Wiss & Company Llp — Schedule C compensation
- Lonza Usa Inc. — Schedule C compensation
- Aon — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation