Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HOFFMANN-LA ROCHE INC.
EIN 22-0994270ManufacturingLatest filing 2024
Plans
8
Retirement
2
$2.94B assets
Welfare
6
$904K premiums
Participants
29,470
150 CLOVE ROAD - LITTLE FALLS, NJ 07424650-225-1000
Retirement portfolio analytics
2 plans aggregated / $2.94B assets / 13,025 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- FIDELITY INVESTMENTS INSTITUTIONAL100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $904K premiums / 1,133 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- KAISER FOUNDATION HEALTH PLAN INC98%
- SECURIAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#011
CONSOLIDATED ROCHE RETIREMENT PLAN
CashBalance
Assets$2.94B
Participants12,966
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ROCHE PUERTO RICO RETIREMENT PLAN
401k
Assets$3.4M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521
ROCHE POST EMPLOYMENT HEALTH CARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLANS INC.
Premiums$887K
Covered lives726
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BASIC LIFE PLAN OF HOFFMANN-LA ROCHE INC.
Mixed - SECURIAN LIFE INSURANCE COMPANY
Premiums$17K
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
LONG TERM DISABILITY PLAN OF HOFFMANN-LA ROCHE INC .
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
ROCHE SPECIAL DEATH BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
NUTLEY SITE SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
NUTLEY SITE RETENTION BONUS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 011 | CONSOLIDATED ROCHE RETIREMENT PLAN | CashBalance | $2.94B | 12,966 | 2024 | |
| 005 | ROCHE PUERTO RICO RETIREMENT PLAN | 401k | $3.4M | 59 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 521 | ROCHE POST EMPLOYMENT HEALTH CARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLANS INC. | $887K | 726 | 2024 | |
| 501 | BASIC LIFE PLAN OF HOFFMANN-LA ROCHE INC. | Mixed | SECURIAN LIFE INSURANCE COMPANY | $17K | 407 | 2024 | |
| 505 | LONG TERM DISABILITY PLAN OF HOFFMANN-LA ROCHE INC . | Self Funded | - | $0 | 0 | 2024 | |
| 510 | ROCHE SPECIAL DEATH BENEFIT PLAN | Unknown | - | $0 | 0 | 2024 | |
| 517 | NUTLEY SITE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 522 | NUTLEY SITE RETENTION BONUS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans