2023 Form 5500 filing — The Retirement And Savings Plan For Amgen Manufacturing Limited LLC
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 20241008161253NAL0017958193001) for The Retirement And Savings Plan For Amgen Manufacturing Limited LLC, reported by Amgen Manufacturing Limited LLC under EIN 98-0210484 and plan number 001. It reports 3,307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008161253NAL0017958193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amgen Manufacturing Limited LLC
- EIN
- 98-0210484
- Plan number
- 001
- Location
- Juncos, PR
- Participants
- 3,307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $719,343,985
- Total liabilities (EOY)
- $662,641
- Net assets (EOY)
- $718,681,344
- Employer contributions
- $20,198,444
- Participant contributions
- $18,858,531
- Total income / additions
- $133,843,622
- Benefits paid
- $24,545,621
- Administrative expenses
- $772,657
- Total expenses
- $25,415,085
- Net increase / (decrease)
- $108,428,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Fenner & Smith | RECORDKEEPER | $158,483 | $0 |
| Sustainable Growth Advisers Lp | NONE | $150,461 | $0 |
| Arrowmark Partners | NONE | $112,500 | $0 |
| Vulcan Value Partners | NONE | $82,459 | not reported in the loaded dataset |
| Snyder Capital Management L.P. | NONE | $72,869 | $0 |
| Aristotle Capital Boston | NONE | $66,758 | $0 |
| Pzena Investment Management | NONE | $65,235 | $0 |
| Galliard Capital Mgmt, Inc. | NONE | $62,511 | $0 |
| Northern Trust Company | TRUSTEE/ CUSTODIAN | $58,876 | $0 |
| Wellington Trust Company | NONE | $12,559 | $0 |