2023 Form 5500 filing — Becton Dickinson And Company Master Retirement 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 20250715072551NAL0002844192001) for Becton Dickinson And Company Master Retirement Trust, reported by Becton Dickinson And Company under EIN 22-0760120 and plan number 050. 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
- 20250715072551NAL0002844192001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Becton Dickinson And Company
- EIN
- 22-0760120
- Plan number
- 050
- Location
- Franklin Lakes, 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)
- $1,809,368,022
- Total liabilities (EOY)
- $127,667,215
- Net assets (EOY)
- $1,681,700,807
- Total income / additions
- $331,268,484
- Benefits paid
- $0
- Administrative expenses
- $14,845,646
- Total expenses
- $14,845,646
- Net increase / (decrease)
- $316,422,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs Asset Management | INVESTMENT MANAGEMENT | $1,557,226 | $0 |
| Northern Trust Company | TRUSTEE/CUSTODIAN | $830,536 | $0 |
| Holland & Knight Llp | LEGAL | $253,277 | not reported in the loaded dataset |
| Alight Solutions LLC | RECORDKEEPER | $66,439 | $0 |
| Rreef Midamerica LLC | INVESTMENT MANAGEMENT | $61,473 | $0 |
| Wellington Trust Company | INVESTMENT MANAGEMENT | $54,634 | $0 |
| Willis Towers Watson | ACTUARIAL | $43,139 | $0 |
| Principal Global Investors | INVESTMENT MANAGEMENT | $37,974 | not reported in the loaded dataset |
| State Street Research & Management | INVESTMENT MANAGEMENT | $33,509 | $0 |