Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SANDOZ INC.
EIN 38-1658363ManufacturingLatest filing 2024
Plans
4
Retirement
2
$733.6M assets
Welfare
2
Participants
5,050
Retirement portfolio analytics
2 plans aggregated / $733.6M assets / 3,252 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SANDOZ INC. INVESTMENT SAVINGS PLAN
401k
Assets$588.2M
Participants1,777
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
SANDOZ PENSION PLAN
CashBalance
Assets$145.4M
Participants1,475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SANDOZ INC. SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#502
SANDOZ INC. SEVERANCE 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 | |
|---|---|---|---|---|---|---|
| 002 | SANDOZ INC. INVESTMENT SAVINGS PLAN | 401k | $588.2M | 1,777 | 2024 | |
| 003 | SANDOZ PENSION PLAN | CashBalance | $145.4M | 1,475 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SANDOZ INC. SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 502 | SANDOZ INC. SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans