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Original filing (PDF)20250909110929NAL0020146849001
ORBIMED ADVISORS, L.L.C.
Form 5500
FILING_RECEIVED
ORBIMED ADVISORS, L.L.C. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
135
Plan assets (EOY)
$76.4M
Net assets (EOY)
$76.4M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORBIMED ADVISORS, L.L.C..
Plan sponsor
Name
ORBIMED ADVISORS, L.L.C.
EIN
13-3976876
Address
601 LEXINGTON AVENUE 54TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 739-6400
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERP RETIREMENT SERVICES | — | MELVILLE, NY | CONTRACT ADMIN | $800 | — |
Investments
31 direct securities· $75.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index " | — | — | — | $17.5M | 22.9% | |
| Fidelity Select Software & It Services Fund " | — | — | — | $7.4M | 9.7% | |
| Vanguard Small Cap Index Fund " | — | — | — | $4.3M | 5.6% | |
| Glenmede Quant Us Large Cap Growth Equity Fund " | — | — | — | $4.1M | 5.4% | |
| American Funds 2060 Target Date Retirement Fund " | — | — | — | $4.0M | 5.3% | |
| American Funds 2055 Target Date Retirement Fund " | — | — | — | $3.7M | 4.8% | |
| American Funds 2045 Target Date Retirement Fund " | — | — | — | $3.3M | 4.3% | |
| Blackrock Equity Dividend Fund " | — | — | — | $2.8M | 3.6% | |
| American Funds 2030 Target Date Retirement Fund " | — | — | — | $2.8M | 3.6% | |
| American Century Small Cap Growth R6 Mutual fund | — | — | — | $2.8M | 3.6% | |
| MassMutual Mid Cap Growth Fund " | — | — | — | $2.5M | 3.3% | |
| Goldman Sachs Intl Small Cap Insights Fund " | — | — | — | $2.4M | 3.1% | |
| American Funds 2035 Target Date Retirement Fund " | — | — | — | $2.1M | 2.7% | |
| American Funds 2050 Target Date Retirement Fund " | — | — | — | $2.0M | 2.7% | |
| Guaranteed Interest Fund Guaranteed account | — | — | — | $1.8M | 2.3% | |
| Vanguard 500 Index Fund " ** 154 Vanguard Mid Cap Index Fund " | — | — | — | $1.5M | 2.0% | |
| DFA Emerging Markets Core Equity 2 Fund Institutional Class " | — | — | — | $1.5M | 1.9% | |
| American Funds 2040 Target Date Retirement Fund " | — | — | — | $1.3M | 1.7% | |
| Vanguard Real Estate Index Fund " | — | — | — | $1.3M | 1.7% | |
| JP Morgan International Equity Fund " | — | — | — | $1.3M | 1.7% | |
| TCW MetWest Total Return Bond Plan Fund " | — | — | — | $1.2M | 1.5% | |
| Victory Sycamore Established Value Fund " | — | — | — | $1.0M | 1.4% | |
| Vanguard Windsor Fund " | — | — | — | $837K | 1.1% | |
| Pimco High Yield Instl Fund " | — | — | — | $640K | 0.8% | |
| Pimco Int Bond (Usd-Hedged) Inst Fund " | — | — | — | $611K | 0.8% | |
| Undiscovered Mgrs Behavioral Value Fund " | — | — | — | $445K | 0.6% | |
| Fidelity International Index Fund " | — | — | — | $398K | 0.5% | |
| American Funds 2025 Target Date Retirement Fund " | — | — | — | $206K | 0.3% | |
| American Funds 2065 Target Date Retirement Fund " | — | — | — | $100K | 0.1% | |
| Participant Loans (5.25%) - | — | — | — | $12K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund " | — | — | — | $8K | <0.1% |