2023 Form 5500 filing — American Express Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621104243NAL0002424049001) for American Express Retirement Savings Plan, reported by American Express Company And Its Participating Subsidiaries under EIN 13-4922250 and plan number 002. It reports 39,869 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240621104243NAL0002424049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Express Company And Its Participating Subsidiaries
- EIN
- 13-4922250
- Plan number
- 002
- Location
- New York, NY
- Participants
- 39,869
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,886,798,934
- Total liabilities (EOY)
- $168,739,961
- Net assets (EOY)
- $7,718,058,973
- Employer contributions
- $265,004,345
- Participant contributions
- $291,632,673
- Total income / additions
- $1,812,444,032
- Benefits paid
- $459,331,107
- Administrative expenses
- $13,415,737
- Total expenses
- $472,986,593
- Net increase / (decrease)
- $1,339,457,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sands Capital Management | SERVICE PROVIDER | $2,200,579 | not reported in the loaded dataset |
| Principal Life Insurance Company | SERVICE PROVIDER | $2,037,125 | $0 |
| Morgan Stanley Investment Managemen | SERVICE PROVIDER | $1,675,775 | not reported in the loaded dataset |
| The London Company | SERVICE PROVIDER | $1,056,031 | not reported in the loaded dataset |
| Wellington Management Company, Llp | SERVICE PROVIDER | $972,791 | not reported in the loaded dataset |
| Times Square Capital Management | SERVICE PROVIDER | $831,321 | not reported in the loaded dataset |
| Brandywine Global Inv Mgt LLC | SERVICE PROVIDER | $808,652 | not reported in the loaded dataset |
| Tcw Asset Management Company | SERVICE PROVIDER | $735,706 | not reported in the loaded dataset |
| Westwood Management Corp. | SERVICE PROVIDER | $594,416 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | SERVICE PROVIDER | $519,348 | not reported in the loaded dataset |
| Ameriprise Trust Co. | SERVICE PROVIDER | $515,294 | not reported in the loaded dataset |
| Loomis Sayles & Co. Llp | SERVICE PROVIDER | $306,259 | not reported in the loaded dataset |
| Nepc, LLC | SERVICE PROVIDER | $286,132 | not reported in the loaded dataset |
| Fidelity Inst. Asset Mgmt. Tr. Co. | SERVICE PROVIDER | $264,908 | not reported in the loaded dataset |
| Ir&M Core Fixed Income Portfolio | SERVICE PROVIDER | $140,718 | not reported in the loaded dataset |
| Garcia Hamilton Core Fixed Income P | SERVICE PROVIDER | $130,733 | not reported in the loaded dataset |
| American Express Company | PLAN SPONSOR | $123,179 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Co. | SERVICE PROVIDER | $116,034 | not reported in the loaded dataset |
| Morningstar, Inc | SERVICE PROVIDER | $111,461 | not reported in the loaded dataset |
| Diana Salesky | SERVICE PROVIDER | $67,000 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | SERVICE PROVIDER | $55,765 | not reported in the loaded dataset |
| Atlanta Capital High Quality Focuse | SERVICE PROVIDER | $41,225 | not reported in the loaded dataset |