Becton Dickinson And Company Master Retirement Trust — Form 5500 plan (Becton Dickinson And Company)

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, Becton Dickinson And Company Master Retirement Trust is a benefit plan reported by Becton Dickinson And Company under EIN 22-0760120 and plan number 050. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,809,368,022 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Becton Dickinson And Company
EIN
22-0760120
Plan number
050
Plan type
4
Location
Franklin Lakes, NJ
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,809,368,022

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250715072551NAL0002844192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,809,368,022
Total liabilities (EOY)
$127,667,215
Net assets (EOY)
$1,681,700,807
Net assets (BOY)
$1,378,914,222

Income & contributions

Total contributions
$0
Total income / additions
$331,268,484

Expenses & distributions

Benefits paid
$0
Administrative expenses
$14,845,646
Total expenses
$14,845,646
Net increase / (decrease)
$316,422,838

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Goldman Sachs Asset ManagementINVESTMENT MANAGEMENT$1,557,226$02023
Northern Trust CompanyTRUSTEE/CUSTODIAN$830,536$02023
Holland & Knight LlpLEGAL$253,277not reported in the loaded dataset2023
Alight Solutions LLCRECORDKEEPER$66,439$02023
Rreef Midamerica LLCINVESTMENT MANAGEMENT$61,473$02023
Wellington Trust CompanyINVESTMENT MANAGEMENT$54,634$02023
Willis Towers WatsonACTUARIAL$43,139$02023
Principal Global InvestorsINVESTMENT MANAGEMENT$37,974not reported in the loaded dataset2023
State Street Research & ManagementINVESTMENT MANAGEMENT$33,509$02023

Related Form 5500 pages