Legend Biotech 401(K) Plan — Form 5500 plan (Legend Biotech Usa, Inc.)
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, Legend Biotech 401(K) Plan is a benefit plan reported by Legend Biotech Usa, Inc. under EIN 82-2688234 and plan number 001. The latest loaded filing year is 2023. The filing reports 919 participants and $42,105,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legend Biotech Usa, Inc.
- EIN
- 82-2688234
- Plan number
- 001
- Plan type
- 2
- Location
- Somerset, NJ
- Latest filing year
- 2023
- Participants
- 919
- End-of-year plan assets
- $42,105,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 919 | H, C | 20241014112005NAL0014831299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,105,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,105,321
- Net assets (BOY)
- $23,903,135
Income & contributions
- Employer contributions
- $3,780,046
- Participant contributions
- $8,321,776
- Total contributions
- $14,301,966
- Total income / additions
- $20,127,598
Expenses & distributions
- Benefits paid
- $1,728,604
- Administrative expenses
- $189,992
- Total expenses
- $1,925,412
- Net increase / (decrease)
- $18,202,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $175,383 | $0 | 2023 |
| Gallagher Benefit Services Inc | SERVICE PROVIDER | $0 | $56,404 | 2023 |
| Pentegra Services Inc. | THIRD PARTY ADMINISTRATO | $0 | $19,510 | 2023 |
| Nppg Investment Services LLC | SERVICE PROVIDER | $0 | $8,539 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,034 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legend Biotech Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Somerset, NJ
- Voya Retirement Insurance And Annui — Schedule C compensation
- Gallagher Benefit Services Inc — Schedule C compensation
- Pentegra Services Inc. — Schedule C compensation
- Nppg Investment Services LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation