2023 Form 5500 filing — Amgen Retirement And 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 20241008160914NAL0030474304001) for Amgen Retirement And Savings Plan, reported by Amgen Inc. under EIN 95-3540776 and plan number 001. It reports 20,260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160914NAL0030474304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amgen Inc.
- EIN
- 95-3540776
- Plan number
- 001
- Location
- Thousand Oaks, CA
- Participants
- 20,260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,901,422,500
- Total liabilities (EOY)
- $7,923,398
- Net assets (EOY)
- $6,893,499,102
- Employer contributions
- $210,497,095
- Participant contributions
- $192,800,615
- Total income / additions
- $1,437,566,129
- Benefits paid
- $530,601,828
- Administrative expenses
- $10,185,265
- Total expenses
- $540,792,016
- Net increase / (decrease)
- $896,774,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $4,502,483 | $0 |
| Sustainable Growth Advisers, Lp | NONE | $1,568,813 | $0 |
| Arrowmark Partners | NONE | $1,075,122 | $0 |
| Vulcan Value Partners | NONE | $903,582 | not reported in the loaded dataset |
| Snyder Capital Management L.P. | NONE | $752,986 | $0 |
| Pzena Investment Management | NONE | $709,497 | $0 |
| Aristotle Capital Boston | NONE | $694,871 | $0 |
| Northern Trust Company | NONE | $618,487 | $0 |
| Wellington Trust Company | NONE | $115,251 | $0 |