2023 Form 5500 filing — Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement 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 20241011150713NAL0011081251001) for Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement Plan, reported by Takeda Pharmaceutical U.S.A., Inc. under EIN 13-4013710 and plan number 001. It reports 35,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150713NAL0011081251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Takeda Pharmaceutical U.S.A., Inc.
- EIN
- 13-4013710
- Plan number
- 001
- Location
- Cambridge, MA
- Participants
- 35,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,471,853,608
- Net assets (EOY)
- $5,471,853,608
- Employer contributions
- $265,587,291
- Participant contributions
- $213,605,847
- Total income / additions
- $1,364,675,354
- Benefits paid
- $431,032,726
- Administrative expenses
- $2,463,676
- Total expenses
- $433,496,402
- Net increase / (decrease)
- $931,178,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Ops Co., Inc. | NONE | $1,476,724 | $0 |
| Strategic Advisors | NONE | $699,041 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $253,325 | not reported in the loaded dataset |
| Mercer | NONE | $98,862 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $32,800 | not reported in the loaded dataset |