# Hoffmann-La Roche INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hoffmann-la-roche-inc-220994270-521

> Hoffmann-La Roche INC.'s Health & Welfare plan: 705 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoffmann-La Roche INC.

- **Sponsor EIN:** 220994270

- **Sponsor Address:** 150 CLOVE ROAD, LITTLE FALLS, NJ, 07424

- **Plan Type:** Health & Welfare

- **Plan Number:** 521

- **Total Participants:** 705

- **Total Assets:** $388.0M

## 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|705|$388.0M|$37.3M|$9.4M|

| 2023|764|$361.6M|$42.6M|$6.8M|

| 2022|818|$307.1M|$41.6M|$8.9M|

## 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|

| HORIZON BCBS OF NJ|Other Service Provider|$1,170,938|—|$1,170,938|

| OPTUM RX (UHC)|Other Service Provider|$205,924|—|$205,924|

| DELTA DENTAL OF NJ, INC.|Other Service Provider|$69,584|—|$69,584|

| GRANT THRONTON LLP|Auditor|$45,150|—|$45,150|

| RSM US LLP|Auditor|$7,000|—|$7,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,498,596

- **Estimated Expense Ratio:** 0.386% 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|$2,215,435|—|—|—|—|

| 2023|$1,450,883|—|—|—|—|

| 2022|$1,047,658|—|—|—|$1,047,658|

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