2023 Form 5500 filing — Johnson And Johnson Savings Plan 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 20241008061856NAL0009435635001) for Johnson And Johnson Savings Plan Trust, reported by Johnson And Johnson under EIN 22-1024240 and plan number 019. 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
- 20241008061856NAL0009435635001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Johnson And Johnson
- EIN
- 22-1024240
- Plan number
- 019
- Location
- New Brunswick, 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)
- $22,779,199,165
- Total liabilities (EOY)
- $113,015,002
- Net assets (EOY)
- $22,666,184,163
- Total income / additions
- $2,699,387,914
- Benefits paid
- $0
- Administrative expenses
- $42,982,175
- Total expenses
- $42,982,175
- Net increase / (decrease)
- $2,656,405,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price | INVESTMENT MANAGER | $6,684,727 | not reported in the loaded dataset |
| State Street | INVESTMENT MANAGER | $3,791,077 | not reported in the loaded dataset |
| Alight | RECORDKEEPING | $3,252,622 | not reported in the loaded dataset |
| Dodge And Cox | INVESTMENT MANAGER | $3,128,775 | not reported in the loaded dataset |
| Snyder Capital | INVESTMENT MANAGER | $3,049,384 | not reported in the loaded dataset |
| Primecap | INVESTMENT MANAGER | $2,794,648 | not reported in the loaded dataset |
| Harvey Partners | CONSULTING | $2,747,869 | not reported in the loaded dataset |
| Jp Morgan Investment Mgmt | INVESTMENT MANAGER | $2,605,705 | not reported in the loaded dataset |
| Arrowstreet | INVESTMENT MANAGER | $1,978,922 | not reported in the loaded dataset |
| Hotchkis & Wiley Capital Mgmt | INVESTMENT MANAGER | $1,876,163 | not reported in the loaded dataset |
| Marathon | INVESTMENT MANAGER | $1,772,606 | not reported in the loaded dataset |
| Invesco | INVESTMENT MANAGER | $1,660,283 | not reported in the loaded dataset |
| Blackrock | INVESTMENT MANAGER | $1,470,535 | not reported in the loaded dataset |
| Genesis | INVESTMENT MANAGER | $1,118,221 | not reported in the loaded dataset |
| Ballie Gifford | INVESTMENT MANAGER | $1,007,389 | not reported in the loaded dataset |
| Barrow Hanley | INVESTMENT MANAGER | $914,905 | not reported in the loaded dataset |
| Capital Group | INVESTMENT MANAGER | $909,446 | not reported in the loaded dataset |
| Duff & Phelps | INVESTMENT MANAGER | $685,917 | not reported in the loaded dataset |
| Loomis | INVESTMENT MANAGER | $665,827 | not reported in the loaded dataset |
| Global Investment Advisors | INVESTMENT MANAGER | $659,344 | not reported in the loaded dataset |
| Pimco | INVESTMENT MANAGER | $654,328 | not reported in the loaded dataset |
| Ssga | INVESTMENT MANAGER | $612,940 | not reported in the loaded dataset |
| Transamerica | INVESTMENT MANAGER | $561,734 | not reported in the loaded dataset |
| Metlife | INVESTMENT MANAGER | $557,817 | not reported in the loaded dataset |
| Rga Reinsurance | INVESTMENT MANAGER | $557,582 | not reported in the loaded dataset |
| Prudential | INVESTMENT MANAGER | $557,544 | not reported in the loaded dataset |
| Mass Mutual | INVESTMENT MANAGER | $555,161 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT MANAGER | $531,216 | not reported in the loaded dataset |
| Lincoln National | INVESTMENT MANAGER | $515,345 | not reported in the loaded dataset |
| Western Asset Management | INVESTMENT MANAGER | $441,765 | not reported in the loaded dataset |
| Ir&M | INVESTMENT MANAGER | $392,983 | not reported in the loaded dataset |
| Macquirie Investment Advisors | INVESTMENT MANAGER | $274,737 | not reported in the loaded dataset |
| State Street Retiree Services | TRUSTEE | $155,912 | not reported in the loaded dataset |
| Morningstar | CONSULTING | $149,341 | not reported in the loaded dataset |
| Pwc | ACCOUNTING | $139,740 | not reported in the loaded dataset |
| Portfolio Management Technology | CONSULTING | $48,781 | not reported in the loaded dataset |
| Banco Popular | TRUSTEE | $46,395 | not reported in the loaded dataset |
| Proskauer Rose | CONSULTING | $38,869 | not reported in the loaded dataset |
| Evestment | CONSULTING | $16,330 | not reported in the loaded dataset |