Legacy Allergan, Inc. Pension Plan — Form 5500 plan (Allergan, 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, Legacy Allergan, Inc. Pension Plan is a benefit plan reported by Allergan, Inc. under EIN 95-1622442 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,384 participants and $653,206,501 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allergan, Inc.
- EIN
- 95-1622442
- Plan number
- 001
- Plan type
- 2
- Location
- North Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,384
- End-of-year plan assets
- $653,206,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,384 | H, C | 20241015232930NAL0029863633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $653,206,501
- Total liabilities (EOY)
- $7,971,062
- Net assets (EOY)
- $645,235,439
- Net assets (BOY)
- $618,478,240
Income & contributions
- Total contributions
- $0
- Total income / additions
- $65,298,347
Expenses & distributions
- Benefits paid
- $36,457,442
- Administrative expenses
- $2,083,706
- Total expenses
- $38,541,148
- Net increase / (decrease)
- $26,757,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Management | NONE | $705,241 | not reported in the loaded dataset | 2023 |
| Allergan Inc | NONE | $406,270 | not reported in the loaded dataset | 2023 |
| Milliman Inc. | NONE | $323,048 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $297,526 | not reported in the loaded dataset | 2023 |
| Verus Advisory, Inc. | NONE | $140,465 | not reported in the loaded dataset | 2023 |
| Russell Trust Company | NONE | $5,295 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allergan, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in North Chicago, IL
- Pacific Investment Management — Schedule C compensation
- Allergan Inc — Schedule C compensation
- Milliman Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Verus Advisory, Inc. — Schedule C compensation
- Russell Trust Company — Schedule C compensation