2023 Form 5500 filing — Bristol-Myers Squibb Savings Plans Master Trust
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 20240823172509NAL0003293219001) for Bristol-Myers Squibb Savings Plans Master Trust, reported by Bristol-Myers Squibb Company under EIN 04-6767867 and plan number 112. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823172509NAL0003293219001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Bristol-Myers Squibb Company
- EIN
- 04-6767867
- Plan number
- 112
- Location
- Princeton, NJ
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,439,546,703
- Net assets (EOY)
- $10,439,546,703
- Total income / additions
- $1,533,394,271
- Net increase / (decrease)
- $1,533,394,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Engines | NONE | $1,738,152 | not reported in the loaded dataset |
| Fidelity Invest. Instit. Oper. Co. | NONE | $801,808 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $207,507 | not reported in the loaded dataset |
| Callan Holdings, Inc. | NONE | $182,400 | not reported in the loaded dataset |
| American General Life Ins. Co. | NONE | $146,314 | not reported in the loaded dataset |
| Nationwide Life Insurance Company | NONE | $105,443 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $84,198 | not reported in the loaded dataset |
| Metropolitan Tower Life Insurance | not reported in the loaded dataset | $26,611 | not reported in the loaded dataset |
| Transamerica Premier Life Ins. Co. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |