 |
|
|
|
| Plan Name | NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN |
| Plan identification number | 055 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NOVARTIS CORPORATION |
| Employer identification number (EIN): | 131834433 |
| NAIC Classification: | 325410 |
Additional information about NOVARTIS CORPORATION
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1966-11-15 |
| Company Identification Number: | 203887 |
| Legal Registered Office Address: |
251 Little Falls Drive New York Wilmington United States of America (USA) 19808 |
More information about NOVARTIS CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 055 | 2024-01-01 | ALYSSA NEWTON | |||
| 055 | 2023-01-01 | ||||
| 055 | 2023-01-01 | ALYSSA NEWTON | |||
| 055 | 2022-01-01 | ||||
| 055 | 2022-01-01 | ALYSSA NEWTON | |||
| 055 | 2021-01-01 | ||||
| 055 | 2021-01-01 | ALYSSA NEWTON | |||
| 055 | 2020-01-01 | ||||
| 055 | 2019-01-01 | ||||
| 055 | 2018-01-01 | ||||
| 055 | 2017-01-01 | DANIEL COLUMBUS | |||
| 055 | 2016-01-01 | DANIEL COLUMBUS | |||
| 055 | 2015-01-01 | DANIEL COLUMBUS | |||
| 055 | 2014-01-01 | DANIEL COLUMBUS | |||
| 055 | 2013-01-01 | DANIEL COLUMBUS | |||
| 055 | 2012-01-01 | DANIEL COLUMBUS | |||
| 055 | 2011-01-01 | WILLIAM A. FLANNERY, EXEC DIRECTOR |
| Measure | Date | Value |
|---|---|---|
| 2023 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2023 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $4,320,094 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,070,125,907 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $989,447,907 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $989,259,937 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $109,536 |
| Value of total corrective distributions | 2023-12-31 | $78,434 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $620,526,190 |
| Value of total assets at end of year | 2023-12-31 | $9,522,901,746 |
| Value of total assets at beginning of year | 2023-12-31 | $8,437,903,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $0 |
| Total interest from all sources | 2023-12-31 | $2,186,747 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $274,243,555 |
| Participant contributions at end of year | 2023-12-31 | $38,769,232 |
| Participant contributions at beginning of year | 2023-12-31 | $39,872,624 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $50,334,698 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,080,678,000 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,522,901,746 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,437,903,652 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Interest on participant loans | 2023-12-31 | $2,186,747 |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $9,331,544,329 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $8,248,183,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $295,947,937 |
| Employer contributions (assets) at end of year | 2023-12-31 | $152,588,185 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $149,847,963 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $989,259,937 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | EISNERAMPER LLP |
| Accountancy firm EIN | 2023-12-31 | 871363769 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $4,320,094 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,070,125,907 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $989,447,907 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $989,259,937 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $109,536 |
| Value of total corrective distributions | 2023-01-01 | $78,434 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $620,526,190 |
| Value of total assets at end of year | 2023-01-01 | $9,522,901,746 |
| Value of total assets at beginning of year | 2023-01-01 | $8,437,903,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $0 |
| Total interest from all sources | 2023-01-01 | $2,186,747 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $274,243,555 |
| Participant contributions at end of year | 2023-01-01 | $38,769,232 |
| Participant contributions at beginning of year | 2023-01-01 | $39,872,624 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $50,334,698 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,080,678,000 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $9,522,901,746 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,437,903,652 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Interest on participant loans | 2023-01-01 | $2,186,747 |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $9,331,544,329 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $8,248,183,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $295,947,937 |
| Employer contributions (assets) at end of year | 2023-01-01 | $152,588,185 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $149,847,963 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $989,259,937 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | EISNERAMPER LLP |
| Accountancy firm EIN | 2023-01-01 | 871363769 |
| 2022 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2022 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $469,613 |
| Total transfer of assets from this plan | 2022-12-31 | $6,911 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-959,653,487 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $618,272,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $618,153,366 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $40,023 |
| Value of total corrective distributions | 2022-12-31 | $79,556 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $605,368,303 |
| Value of total assets at end of year | 2022-12-31 | $8,437,903,652 |
| Value of total assets at beginning of year | 2022-12-31 | $10,015,367,382 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $1,924,380 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $271,158,940 |
| Participant contributions at end of year | 2022-12-31 | $39,872,624 |
| Participant contributions at beginning of year | 2022-12-31 | $39,854,488 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $41,381,305 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,577,926,432 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,437,903,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,015,367,382 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Interest on participant loans | 2022-12-31 | $1,924,380 |
| Value of interest in master investment trust accounts at end of year | 2022-12-31 | $8,248,183,065 |
| Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $9,839,957,566 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $292,828,058 |
| Employer contributions (assets) at end of year | 2022-12-31 | $149,847,963 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $135,555,328 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $618,153,366 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2022-12-31 | 221478099 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $469,613 |
| Total transfer of assets from this plan | 2022-01-01 | $6,911 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-959,653,487 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $618,272,945 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $618,153,366 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $40,023 |
| Value of total corrective distributions | 2022-01-01 | $79,556 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $605,368,303 |
| Value of total assets at end of year | 2022-01-01 | $8,437,903,652 |
| Value of total assets at beginning of year | 2022-01-01 | $10,015,367,382 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $1,924,380 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $271,158,940 |
| Participant contributions at end of year | 2022-01-01 | $39,872,624 |
| Participant contributions at beginning of year | 2022-01-01 | $39,854,488 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $41,381,305 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,577,926,432 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $8,437,903,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $10,015,367,382 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Interest on participant loans | 2022-01-01 | $1,924,380 |
| Value of interest in master investment trust accounts at end of year | 2022-01-01 | $8,248,183,065 |
| Value of interest in master investment trust accounts at beginning of year | 2022-01-01 | $9,839,957,566 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $292,828,058 |
| Employer contributions (assets) at end of year | 2022-01-01 | $149,847,963 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $135,555,328 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $618,153,366 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | COHNREZNICK LLP |
| Accountancy firm EIN | 2022-01-01 | 221478099 |
| 2021 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2021 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $102,906,767 |
| Total transfer of assets from this plan | 2021-12-31 | $4,317 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,894,857,703 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $746,615,479 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $746,334,565 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $59,449 |
| Value of total corrective distributions | 2021-12-31 | $221,465 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $618,505,356 |
| Value of total assets at end of year | 2021-12-31 | $10,015,367,382 |
| Value of total assets at beginning of year | 2021-12-31 | $8,764,222,708 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $2,001,520 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $271,787,378 |
| Participant contributions at end of year | 2021-12-31 | $39,854,488 |
| Participant contributions at beginning of year | 2021-12-31 | $39,118,784 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $70,808,301 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,148,242,224 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,015,367,382 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,764,222,708 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Interest on participant loans | 2021-12-31 | $2,001,520 |
| Value of interest in master investment trust accounts at end of year | 2021-12-31 | $9,839,957,566 |
| Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $8,590,448,132 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $275,909,677 |
| Employer contributions (assets) at end of year | 2021-12-31 | $135,555,328 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $134,655,792 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $746,334,565 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2021-12-31 | 221478099 |
| 2020 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2020 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $39,159,901 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,616,798,132 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $558,338,273 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $558,130,862 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $88,504 |
| Value of total corrective distributions | 2020-12-31 | $118,907 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $549,703,037 |
| Value of total assets at end of year | 2020-12-31 | $8,764,222,708 |
| Value of total assets at beginning of year | 2020-12-31 | $7,666,602,948 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $2,233,280 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $237,160,754 |
| Participant contributions at end of year | 2020-12-31 | $39,118,784 |
| Participant contributions at beginning of year | 2020-12-31 | $42,361,562 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $45,277,950 |
| Other income not declared elsewhere | 2020-12-31 | $119,652 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,058,459,859 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,764,222,708 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,666,602,948 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Interest on participant loans | 2020-12-31 | $2,233,280 |
| Value of interest in master investment trust accounts at end of year | 2020-12-31 | $8,590,448,132 |
| Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $7,501,816,893 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $267,264,333 |
| Employer contributions (assets) at end of year | 2020-12-31 | $134,655,792 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $122,424,493 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $558,130,862 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2020-12-31 | 221478099 |
| 2019 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $2,319,629,297 |
| Total transfer of assets from this plan | 2019-12-31 | $2,319,629,297 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,400,851,365 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,400,851,365 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $733,648,537 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $733,253,509 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $733,253,509 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $260,834 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $260,834 |
| Value of total corrective distributions | 2019-12-31 | $134,194 |
| Value of total corrective distributions | 2019-12-31 | $134,194 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $652,590,028 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $652,590,028 |
| Value of total assets at end of year | 2019-12-31 | $7,666,602,948 |
| Value of total assets at end of year | 2019-12-31 | $7,666,602,948 |
| Value of total assets at beginning of year | 2019-12-31 | $8,319,029,417 |
| Value of total assets at beginning of year | 2019-12-31 | $8,319,029,417 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $4,470,839 |
| Total interest from all sources | 2019-12-31 | $4,470,839 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $7,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $295,789,007 |
| Contributions received from participants | 2019-12-31 | $295,789,007 |
| Participant contributions at end of year | 2019-12-31 | $42,361,562 |
| Participant contributions at end of year | 2019-12-31 | $42,361,562 |
| Participant contributions at beginning of year | 2019-12-31 | $85,580,418 |
| Participant contributions at beginning of year | 2019-12-31 | $85,580,418 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $60,930,916 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $60,930,916 |
| Other income not declared elsewhere | 2019-12-31 | $396,177 |
| Other income not declared elsewhere | 2019-12-31 | $396,177 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,667,202,828 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,666,602,948 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,666,602,948 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,319,029,417 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,319,029,417 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Interest on participant loans | 2019-12-31 | $4,470,839 |
| Interest on participant loans | 2019-12-31 | $4,470,839 |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $7,501,816,893 |
| Value of interest in master investment trust accounts at end of year | 2019-12-31 | $7,501,816,893 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $8,106,141,439 |
| Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $8,106,141,439 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $295,870,105 |
| Contributions received in cash from employer | 2019-12-31 | $295,870,105 |
| Employer contributions (assets) at end of year | 2019-12-31 | $122,424,493 |
| Employer contributions (assets) at end of year | 2019-12-31 | $122,424,493 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $127,307,560 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $127,307,560 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $733,253,509 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $733,253,509 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
| Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2019-12-31 | 221478099 |
| Accountancy firm EIN | 2019-12-31 | 221478099 |
| 2018 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $659,893 |
| Total transfer of assets from this plan | 2018-12-31 | $48,346 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $178,506,024 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $647,733,752 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $647,389,423 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $251,273 |
| Value of total corrective distributions | 2018-12-31 | $93,056 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $633,724,625 |
| Value of total assets at end of year | 2018-12-31 | $8,319,029,417 |
| Value of total assets at beginning of year | 2018-12-31 | $8,787,645,598 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $4,123,110 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $283,434,463 |
| Participant contributions at end of year | 2018-12-31 | $85,580,418 |
| Participant contributions at beginning of year | 2018-12-31 | $86,519,706 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $57,657,098 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-469,227,728 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,319,029,417 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,787,645,598 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Interest on participant loans | 2018-12-31 | $4,123,110 |
| Value of interest in master investment trust accounts at end of year | 2018-12-31 | $8,106,141,439 |
| Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $8,584,049,101 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $292,633,064 |
| Employer contributions (assets) at end of year | 2018-12-31 | $127,307,560 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $117,076,791 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $647,389,423 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2018-12-31 | 221478099 |
| 2017 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets from this plan | 2017-12-31 | $27,590,288 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,780,932,020 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $657,001,540 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $656,930,930 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $20,759 |
| Value of total corrective distributions | 2017-12-31 | $49,851 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $599,753,742 |
| Value of total assets at end of year | 2017-12-31 | $8,787,645,598 |
| Value of total assets at beginning of year | 2017-12-31 | $7,691,305,406 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $3,840,291 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $270,333,481 |
| Participant contributions at end of year | 2017-12-31 | $86,519,706 |
| Participant contributions at beginning of year | 2017-12-31 | $85,724,429 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $56,303,619 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,123,930,480 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,787,645,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,691,305,406 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Interest on participant loans | 2017-12-31 | $3,840,291 |
| Value of interest in master investment trust accounts at end of year | 2017-12-31 | $8,584,049,101 |
| Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $7,507,184,953 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $273,116,642 |
| Employer contributions (assets) at end of year | 2017-12-31 | $117,076,791 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $98,396,024 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $656,930,930 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2017-12-31 | 221478099 |
| 2016 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2016 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $167,189,012 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,124,687,983 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $649,294,562 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $649,104,007 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $10,385 |
| Value of total corrective distributions | 2016-12-31 | $180,170 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $546,123,093 |
| Value of total assets at end of year | 2016-12-31 | $7,691,305,406 |
| Value of total assets at beginning of year | 2016-12-31 | $7,383,100,997 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $3,763,809 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $260,484,879 |
| Participant contributions at end of year | 2016-12-31 | $85,724,429 |
| Participant contributions at beginning of year | 2016-12-31 | $89,216,753 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $49,877,462 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $475,393,421 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,691,305,406 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,383,100,997 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Interest on participant loans | 2016-12-31 | $3,763,809 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $7,507,184,953 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $7,200,542,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $235,760,752 |
| Employer contributions (assets) at end of year | 2016-12-31 | $98,396,024 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $93,341,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $649,104,007 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2016-12-31 | 221478099 |
| 2015 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2015 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $2,401,627 |
| Total transfer of assets from this plan | 2015-12-31 | $562,678 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $533,847,171 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $818,151,244 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $818,050,050 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $62,268 |
| Value of total corrective distributions | 2015-12-31 | $38,926 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $585,243,939 |
| Value of total assets at end of year | 2015-12-31 | $7,383,100,997 |
| Value of total assets at beginning of year | 2015-12-31 | $7,665,566,121 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $3,912,780 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $7,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $276,990,389 |
| Participant contributions at end of year | 2015-12-31 | $89,216,753 |
| Participant contributions at beginning of year | 2015-12-31 | $93,023,682 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $46,274,760 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-284,304,073 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,383,100,997 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,665,566,121 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Interest on participant loans | 2015-12-31 | $3,912,780 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $7,200,542,384 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $7,474,276,142 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $261,978,790 |
| Employer contributions (assets) at end of year | 2015-12-31 | $93,341,860 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $98,266,297 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $818,050,050 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2015-12-31 | 221478099 |
| 2014 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2014 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $79,001 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,075,934,349 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $737,083,588 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $736,900,481 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $98,089 |
| Value of total corrective distributions | 2014-12-31 | $85,018 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $587,275,146 |
| Value of total assets at end of year | 2014-12-31 | $7,665,566,121 |
| Value of total assets at beginning of year | 2014-12-31 | $7,326,636,359 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $4,080,575 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $283,051,308 |
| Participant contributions at end of year | 2014-12-31 | $93,023,682 |
| Participant contributions at beginning of year | 2014-12-31 | $93,766,387 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $30,871,062 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $74,198,483 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $338,850,761 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,665,566,121 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,326,636,359 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Interest on participant loans | 2014-12-31 | $4,080,575 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $7,474,276,142 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $7,063,303,292 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $273,352,776 |
| Employer contributions (assets) at end of year | 2014-12-31 | $98,266,297 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $95,368,197 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $736,900,481 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2014-12-31 | 221478099 |
| 2013 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2013 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $74,615,068 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,759,423,933 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $540,533,352 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $540,270,608 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $64,350 |
| Value of total corrective distributions | 2013-12-31 | $198,394 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $590,919,664 |
| Value of total assets at end of year | 2013-12-31 | $7,326,636,359 |
| Value of total assets at beginning of year | 2013-12-31 | $6,033,130,710 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $3,962,578 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $278,925,779 |
| Participant contributions at end of year | 2013-12-31 | $93,766,387 |
| Participant contributions at beginning of year | 2013-12-31 | $90,191,832 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $37,146,586 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $74,198,483 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,218,890,581 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,326,636,359 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,033,130,710 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Interest on participant loans | 2013-12-31 | $3,962,578 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $7,063,303,292 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $5,850,444,810 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $274,847,299 |
| Employer contributions (assets) at end of year | 2013-12-31 | $95,368,197 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $92,494,068 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $540,270,608 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2013-12-31 | 221478099 |
| 2012 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2012 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets to this plan | 2012-12-31 | $1,413,477,047 |
| Total transfer of assets from this plan | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,106,539,173 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $580,834,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $580,714,644 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $63,277 |
| Value of total corrective distributions | 2012-12-31 | $56,624 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $565,520,600 |
| Value of total assets at end of year | 2012-12-31 | $6,033,130,710 |
| Value of total assets at beginning of year | 2012-12-31 | $4,093,949,035 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
| Total interest from all sources | 2012-12-31 | $3,884,125 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $261,649,528 |
| Participant contributions at end of year | 2012-12-31 | $90,191,832 |
| Participant contributions at beginning of year | 2012-12-31 | $49,586,237 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $480,668 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $30,959,209 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $425,043,801 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $525,704,628 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,033,130,710 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,093,949,035 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Interest on participant loans | 2012-12-31 | $3,884,125 |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $5,850,444,810 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $3,527,008,112 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $272,911,863 |
| Employer contributions (assets) at end of year | 2012-12-31 | $92,494,068 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $91,830,217 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $580,714,644 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2012-12-31 | 221478099 |
| 2011 : NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2011 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $623,518,300 |
| Total transfer of assets from this plan | 2011-12-31 | $6,249,882 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $422,885,339 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $315,754,158 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $315,629,963 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $70,788 |
| Value of total corrective distributions | 2011-12-31 | $53,407 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $430,341,267 |
| Value of total assets at end of year | 2011-12-31 | $4,093,949,035 |
| Value of total assets at beginning of year | 2011-12-31 | $3,369,549,436 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $2,363,053 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $194,510,097 |
| Participant contributions at end of year | 2011-12-31 | $49,586,237 |
| Participant contributions at beginning of year | 2011-12-31 | $45,090,302 |
| Participant contributions at end of year | 2011-12-31 | $480,668 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $16,856,035 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $425,043,801 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $107,131,181 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,093,949,035 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,369,549,436 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Interest on participant loans | 2011-12-31 | $2,363,053 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $3,527,008,112 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $3,240,669,323 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $-9,818,981 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $218,975,135 |
| Employer contributions (assets) at end of year | 2011-12-31 | $91,830,217 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $83,789,811 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $315,629,963 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | J H COHN, LLP |
| Accountancy firm EIN | 2011-12-31 | 221478099 |
| 2023: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| | |
|