2023 Form 5500 filing — Johnson And Johnson Pension And Savings Plan 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 20241004141909NAL0005761235001) for Johnson And Johnson Pension And Savings Plan Master Trust, reported by Johnson And Johnson under EIN 22-1024240 and plan number 015. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004141909NAL0005761235001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Johnson And Johnson
- EIN
- 22-1024240
- Plan number
- 015
- Location
- New Brunswick, NJ
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,355,123,538
- Total liabilities (EOY)
- $352,557,894
- Net assets (EOY)
- $22,002,565,644
- Total income / additions
- $2,173,832,139
- Benefits paid
- $0
- Administrative expenses
- $157,367,783
- Total expenses
- $157,367,783
- Net increase / (decrease)
- $2,016,464,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Durable | INVESTMENT MANAGER | $28,084,657 | not reported in the loaded dataset |
| Dodge & Cox | INVESTMENT MANAGER | $7,346,485 | not reported in the loaded dataset |
| Bvip (Parallel) Fund X, Lp | INVESTMENT MANAGER | $5,479,632 | not reported in the loaded dataset |
| L Catterton Ix Offshore | INVESTMENT MANAGER | $5,356,689 | not reported in the loaded dataset |
| Alight | RECORDKEEPER | $4,831,705 | not reported in the loaded dataset |
| Pennybacker Capital | INVESTMENT MANAGER | $4,102,691 | not reported in the loaded dataset |
| State Street Bank | TRUSTEE | $4,089,684 | not reported in the loaded dataset |
| Whitehorse Capital Partners | INVESTMENT MANAGER | $3,799,483 | not reported in the loaded dataset |
| Primecap | INVESTMENT MANAGER | $3,759,401 | not reported in the loaded dataset |
| Gi Partners | INVESTMENT MANAGER | $3,724,637 | not reported in the loaded dataset |
| Greenbriar Equity Group, Lp | INVESTMENT MANAGER | $3,392,289 | not reported in the loaded dataset |
| T Rowe Price | INVESTMENT MANAGER | $3,263,437 | not reported in the loaded dataset |
| Ftv (Vi) Capital | INVESTMENT MANAGER | $3,241,062 | not reported in the loaded dataset |
| Mayfair Equity Partners | INVESTMENT MANAGER | $3,124,156 | not reported in the loaded dataset |
| Ladera Capital Partners | INVESTMENT MANAGER | $3,029,677 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT MANAGER | $3,016,293 | not reported in the loaded dataset |
| Pimco | INVESTMENT MANAGER | $2,899,481 | not reported in the loaded dataset |
| Glp Capital Partners | INVESTMENT MANAGER | $2,890,438 | not reported in the loaded dataset |
| Nisa Investment Advisors | INVESTMENT MANAGER | $2,739,526 | not reported in the loaded dataset |
| American Industrial Partners | INVESTMENT MANAGER | $2,710,966 | not reported in the loaded dataset |
| Arrowstreet | INVESTMENT MANAGER | $2,699,583 | not reported in the loaded dataset |
| Petershill Partners | INVESTMENT MANAGER | $2,660,181 | not reported in the loaded dataset |
| True Wind Capital | INVESTMENT MANAGER | $2,600,450 | not reported in the loaded dataset |
| Jp Morgan | INVESTMENT MANAGER | $2,576,212 | not reported in the loaded dataset |
| Centerbridge Partners | INVESTMENT MANAGER | $2,448,758 | not reported in the loaded dataset |
| Sculptor Capital Management | INVESTMENT MANAGER | $2,373,899 | not reported in the loaded dataset |
| Nautic Capital | INVESTMENT MANAGER | $2,238,854 | not reported in the loaded dataset |
| Marathon Asset Management | INVESTMENT MANAGER | $2,217,745 | not reported in the loaded dataset |
| Ampersand Capital Partners | INVESTMENT MANAGER | $2,061,493 | not reported in the loaded dataset |
| Genesis | INVESTMENT MANAGER | $1,922,046 | not reported in the loaded dataset |
| Johnson & Johnson | PLAN SPONSOR | $1,885,972 | not reported in the loaded dataset |
| Ballie Gifford | INVESTMENT MANAGER | $1,854,871 | not reported in the loaded dataset |
| Capital Group | INVESTMENT MANAGER | $1,839,007 | not reported in the loaded dataset |
| Renaissance | INVESTMENT MANAGER | $1,761,721 | not reported in the loaded dataset |
| Legal & General | INVESTMENT MANAGER | $1,734,667 | not reported in the loaded dataset |
| Stg Partners | INVESTMENT MANAGER | $1,722,885 | not reported in the loaded dataset |
| Kinderhook Capital | INVESTMENT MANAGER | $1,691,911 | not reported in the loaded dataset |
| M/C Partners | INVESTMENT MANAGER | $1,234,512 | not reported in the loaded dataset |
| Gcp Secure Space | INVESTMENT MANAGER | $1,108,520 | not reported in the loaded dataset |
| Origami Capital Partners | INVESTMENT MANAGER | $1,042,976 | not reported in the loaded dataset |
| Aurora Capital Partners | INVESTMENT MANAGER | $1,014,582 | not reported in the loaded dataset |
| Hotchkis & Wiley Capital Management | INVESTMENT MANAGER | $1,010,540 | not reported in the loaded dataset |
| Atlas Cap Resource Fund Iv | INVESTMENT MANAGER | $983,689 | not reported in the loaded dataset |
| The Roxborough Group | INVESTMENT MANAGER | $913,573 | not reported in the loaded dataset |
| Linden Capital Partners | INVESTMENT MANAGER | $906,106 | not reported in the loaded dataset |
| Sterling | INVESTMENT MANAGER | $892,076 | not reported in the loaded dataset |
| Abry Partners | INVESTMENT MANAGER | $883,002 | not reported in the loaded dataset |
| Western Asset Management | INVESTMENT MANAGER | $784,689 | not reported in the loaded dataset |
| Snyder Capital | INVESTMENT MANAGER | $694,884 | not reported in the loaded dataset |
| Patron Capital | INVESTMENT MANAGER | $690,278 | not reported in the loaded dataset |
| Harvey Partners | CONSULTING | $662,060 | not reported in the loaded dataset |
| Aon | INVESTMENT MANAGER | $658,972 | not reported in the loaded dataset |
| Parthenon | CONSULTING | $643,967 | not reported in the loaded dataset |
| Barrow Hanley Mewhinney & Strauss | INVESTMENT MANAGER | $639,249 | not reported in the loaded dataset |
| Global Investment Advisors | INVESTMENT MANAGER | $502,619 | not reported in the loaded dataset |
| Federated Investment Conseling | INVESTMENT MANAGER | $480,606 | not reported in the loaded dataset |
| Mercer | CONSULTING | $472,300 | not reported in the loaded dataset |
| Camden Partners | INVESTMENT MANAGER | $391,420 | not reported in the loaded dataset |
| Capital Springs Inv Partners | INVESTMENT MANAGER | $315,789 | not reported in the loaded dataset |
| Pugh Capital Management | INVESTMENT MANAGER | $267,342 | not reported in the loaded dataset |
| Banco Popular | TRUSTEE | $257,957 | not reported in the loaded dataset |
| Sidley Austin Llp | CONSULTING | $216,276 | not reported in the loaded dataset |
| Ssga | INVESTMENT MANAGER | $183,264 | not reported in the loaded dataset |
| Proskauer Rose | CONSULTING | $142,437 | not reported in the loaded dataset |
| Backstop Solutions | CONSULTING | $122,625 | not reported in the loaded dataset |
| Plante Moran | CONSULTING | $66,700 | not reported in the loaded dataset |
| Burgiss | INVESTMENT MANAGER | $54,925 | not reported in the loaded dataset |
| Bloomberg | CONSULTING | $51,317 | not reported in the loaded dataset |
| Castel Hall | CONSULTING | $51,247 | not reported in the loaded dataset |
| Portfolio Management Technology | INVESTMENT MANAGER | $50,625 | not reported in the loaded dataset |
| Glenrock Capital Advisors | INVESTMENT MANAGER | $32,669 | not reported in the loaded dataset |
| Prequin | CONSULTING | $26,250 | not reported in the loaded dataset |
| Morningstar | CONSULTING | $23,076 | not reported in the loaded dataset |
| Evestment | CONSULTING | $17,715 | not reported in the loaded dataset |
| Mcconnell Valdes | CONSULTING | $12,228 | not reported in the loaded dataset |
| Aksia | INVESTMENT MANAGER | $10,000 | not reported in the loaded dataset |
| Pitchbook | INFORMATIONA MANAGEMENT | $6,184 | not reported in the loaded dataset |