2023 Form 5500 filing — Glaxosmithkline Cash Balance Pension 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 20241001071846NAL0011059392001) for Glaxosmithkline Cash Balance Pension Plan, reported by Glaxosmithkline LLC under EIN 23-1099050 and plan number 003. It reports 39,631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001071846NAL0011059392001
Filing year
2023
Form type
2
Plan sponsor
Glaxosmithkline LLC
EIN
23-1099050
Plan number
003
Location
Philadelphia, PA
Participants
39,631
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,936,458,095
Total liabilities (EOY)
$1,953,174
Net assets (EOY)
$2,934,504,921
Employer contributions
$195,000,000
Total income / additions
$472,288,474
Benefits paid
$337,454,519
Administrative expenses
$40,057,810
Total expenses
$377,512,329
Net increase / (decrease)
$94,776,145
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Legal & General Invstmt Mgmt AmerNONE$19,107,124not reported in the loaded dataset
Alight SolutionsRECORDKEEPER$1,887,659$0
Jennison Associates LLCNONE$726,874not reported in the loaded dataset
The Bank Of New York MellonCUSTODIAN & TRUSTEE$529,501$0
Income Research & ManagementNONE$506,109not reported in the loaded dataset
Marathon Asset Management LimitedNONE$473,338not reported in the loaded dataset
Walter Scott & Partners LtdNONE$424,409not reported in the loaded dataset
Genesis Asset Managers,LlpNONE$338,823not reported in the loaded dataset
Towers Watson Delaware IncNONE$296,845not reported in the loaded dataset
John Hancock Life Insurance CompanyNONE$203,200not reported in the loaded dataset
Rocaton Investment AdvisorsNONE$185,250not reported in the loaded dataset
State Street Global AdvisorsNONE$99,762$0
Deloitte & Touche LlpNONE$85,425not reported in the loaded dataset
Pricewaterhousecoopers LlpNONE$14,910not reported in the loaded dataset

Related Form 5500 pages