Plan Snapshot
- Plan Sponsor: Boehringer Ingelheim Usa Corporation
- Sponsor EIN: 743197526
- Sponsor Address: 900 RIDGEBURY ROAD, RIDGEFIELD, CT, 06877
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $4.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $4.8B | $0 | $0 |
| 2023 | 0 | $4.4B | $0 | $0 |
| 2022 | 0 | $3.8B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $1,490,184 | — | $1,490,184 |
| PIMCO | Other Service Provider | $583,375 | — | $583,375 |
| LEGAL & GENERAL INVESTMENT MANAGEME | Other Service Provider | $581,985 | — | $581,985 |
| BOSTON PARTNERS GLOBAL INVESTORS IN | Other Service Provider | $534,874 | — | $534,874 |
| NISA INVESTMENT ADVISORS LLC | Other Service Provider | $525,000 | — | $525,000 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $470,112 | — | $470,112 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $463,337 | — | $463,337 |
| INVESCO ADVISERS, INC. | Other Service Provider | $341,616 | — | $341,616 |
| LEEWARD INVESTMENTS LLC | Other Service Provider | $321,391 | — | $321,391 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other Service Provider | $311,936 | — | $311,936 |
| ARTISAN PARTNERS | Other Service Provider | $299,869 | — | $299,869 |
| AON INVESTMENTS USA INC | Other Service Provider | $274,446 | — | $274,446 |
| THOMPSON SIEGEL & WALMSLEY LLC | Other Service Provider | $237,789 | — | $237,789 |
| AON CONSULTING INC | Recordkeeper | $209,603 | — | $209,603 |
| CHAMPLAIN INVESTMENT PARTNERS LLC | Other Service Provider | $188,090 | — | $188,090 |
| ALLSPRING GLOBAL INVESTMENTS | Other Service Provider | $135,343 | — | $135,343 |
| BLACKROCK INSTITUTIONAL TRUST CO NA | Other Service Provider | $134,583 | — | $134,583 |
| CROWE LLP | Other Service Provider | $115,702 | — | $115,702 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $44,270 | $39,285 | $83,555 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- JENNISON ASSOCIATES LLC — Recordkeeper
- AON CONSULTING INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,302,790
- Estimated Expense Ratio: 0.152% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,011,008 | $4,984,680 | — | $115,702 | — |
| 2023 | $8,710,539 | $4,727,867 | — | $99,700 | — |
| 2022 | $10,383,471 | $4,817,416 | — | — | $364,349 |