2023 Form 5500 filing — Abbott Laboratories Annuity Retirement Trust
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 20241007174702NAL0007824515001) for Abbott Laboratories Annuity Retirement Trust, reported by Abbott Laboratories under EIN 36-0698440 and plan number 337. 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
- 20241007174702NAL0007824515001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Abbott Laboratories
- EIN
- 36-0698440
- Plan number
- 337
- Location
- Abbott Park, IL
- 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)
- $7,545,240,611
- Total liabilities (EOY)
- $37,792,676
- Net assets (EOY)
- $7,507,447,935
- Total income / additions
- $1,007,355,973
- Benefits paid
- $0
- Administrative expenses
- $17,472,507
- Total expenses
- $17,472,507
- Net increase / (decrease)
- $989,883,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jennison Associates LLC | NONE | $1,858,367 | not reported in the loaded dataset |
| Midocean Credit Fund Mgmt, Lp | NONE | $1,673,429 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $1,648,681 | not reported in the loaded dataset |
| Westlake Financial Group | NONE | $1,587,206 | not reported in the loaded dataset |
| Brandywine Global Investment LLC | NONE | $1,581,522 | not reported in the loaded dataset |
| Alight Solutions LLC | NONE | $1,347,492 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $1,118,932 | not reported in the loaded dataset |
| Aligned Investors Global | NONE | $1,042,890 | not reported in the loaded dataset |
| Granite Investment Partners | NONE | $952,837 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $938,920 | not reported in the loaded dataset |
| Gmo LLC | NONE | $871,972 | not reported in the loaded dataset |
| Ariel Capital Management LLC | NONE | $858,835 | not reported in the loaded dataset |
| Cliffwater LLC | NONE | $450,000 | not reported in the loaded dataset |
| Voya Holdings Inc | NONE | $394,045 | not reported in the loaded dataset |
| Aon Consulting | NONE | $196,128 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $67,000 | not reported in the loaded dataset |
| Mcdermott Will & Emery | NONE | $58,272 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $44,350 | not reported in the loaded dataset |
| Winston And Strawn | NONE | $29,869 | not reported in the loaded dataset |
| Shannon Associates | NONE | $6,600 | not reported in the loaded dataset |