2023 Form 5500 filing — Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed
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 20240927150929NAL0002286305001) for Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed, reported by Merck & Co., Inc. under EIN 04-6767405 and plan number 007. 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
- 20240927150929NAL0002286305001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Merck & Co., Inc.
- EIN
- 04-6767405
- Plan number
- 007
- Location
- Rahway, 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)
- $12,850,285,587
- Total liabilities (EOY)
- $10,417,932
- Net assets (EOY)
- $12,839,867,655
- Total income / additions
- $2,099,140,185
- Benefits paid
- $0
- Administrative expenses
- $14,870,134
- Total expenses
- $14,870,134
- Net increase / (decrease)
- $2,084,270,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $3,376,508 | $0 |
| Jennison Associates LLC | NONE | $2,853,499 | $0 |
| Fisher Investments | NONE | $2,257,980 | $0 |
| Alliancebernstein Lp | NONE | $1,596,553 | $0 |
| Jp Morgan Chase Bank, N.A. | NONE | $1,404,344 | not reported in the loaded dataset |
| Allspring Global Investments | NONE | $1,102,387 | $0 |
| State Street Global Advisors | NONE | $819,160 | $0 |
| Wellington Trust Company, Na | NONE | $760,042 | not reported in the loaded dataset |
| Centersquare Investment Mgmt LLC | NONE | $448,680 | $0 |
| Mfs Institutional Advisors, Inc. | NONE | $159,981 | $0 |
| State Street Bank | NONE | $66,000 | not reported in the loaded dataset |
| Alliancebernstein Trust Company | NONE | $25,000 | not reported in the loaded dataset |