American Express Retirement Plan — Form 5500 plan (American Express Company And Its Participating Subsidiaries)
Plain-English plan 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, American Express Retirement Plan is a benefit plan reported by American Express Company And Its Participating Subsidiaries under EIN 13-4922250 and plan number 005. The latest loaded filing year is 2023. The filing reports 17,834 participants and $1,155,647,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Express Company And Its Participating Subsidiaries
- EIN
- 13-4922250
- Plan number
- 005
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 17,834
- End-of-year plan assets
- $1,155,647,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,834 | H, C | 20250626082841NAL0012526608001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,155,647,345
- Total liabilities (EOY)
- $97,872,465
- Net assets (EOY)
- $1,057,774,880
- Net assets (BOY)
- $950,996,044
Income & contributions
- Total contributions
- $0
- Total income / additions
- $187,891,367
Expenses & distributions
- Benefits paid
- $76,231,252
- Administrative expenses
- $4,881,279
- Total expenses
- $81,112,531
- Net increase / (decrease)
- $106,778,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management Co. | SERVICE PROVIDER | $449,529 | not reported in the loaded dataset | 2023 |
| Harrison Street | SERVICE PROVIDER | $361,703 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | SERVICE PROVIDER | $347,029 | not reported in the loaded dataset | 2023 |
| Lindsell Train | SERVICE PROVIDER | $330,723 | not reported in the loaded dataset | 2023 |
| Principal | SERVICE PROVIDER | $320,578 | $0 | 2023 |
| Abs Allegiance | SERVICE PROVIDER | $265,175 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | SERVICE PROVIDER | $250,000 | not reported in the loaded dataset | 2023 |
| Legal & General Invest Mgmt America | SERVICE PROVIDER | $241,501 | not reported in the loaded dataset | 2023 |
| Conduent Human Resources Svcs LLC | SERVICE PROVIDER | $238,263 | not reported in the loaded dataset | 2023 |
| Metlife Investment Mgmt LLC | SERVICE PROVIDER | $144,837 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | SERVICE PROVIDER | $81,066 | not reported in the loaded dataset | 2023 |
| American Express Company | PLAN SPONSOR | $52,323 | not reported in the loaded dataset | 2023 |
| Fiam | SERVICE PROVIDER | $51,222 | not reported in the loaded dataset | 2023 |
| Rsm Llp | SERVICE PROVIDER | $20,700 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | SERVICE PROVIDER | $12,016 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Express Company And Its Participating Subsidiaries
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Pacific Investment Management Co. — Schedule C compensation
- Harrison Street — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Lindsell Train — Schedule C compensation
- Principal — Schedule C compensation
- Abs Allegiance — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Legal & General Invest Mgmt America — Schedule C compensation
- Conduent Human Resources Svcs LLC — Schedule C compensation
- Metlife Investment Mgmt LLC — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- American Express Company — Schedule C compensation
- Fiam — Schedule C compensation
- Rsm Llp — Schedule C compensation