2023 Form 5500 filing — Baxalta Incorporated And Subsidiaries Pension Plan
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 20241014135737NAL0046259392001) for Baxalta Incorporated And Subsidiaries Pension Plan, reported by Takeda Pharmaceuticals U.S.A., Inc under EIN 13-4013710 and plan number 003. It reports 1,541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135737NAL0046259392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Takeda Pharmaceuticals U.S.A., Inc
- EIN
- 13-4013710
- Plan number
- 003
- Location
- Exton, PA
- Participants
- 1,541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $374,780,754
- Total liabilities (EOY)
- $54,594
- Net assets (EOY)
- $374,726,160
- Employer contributions
- $32,300,000
- Total income / additions
- $56,316,140
- Benefits paid
- $12,753,516
- Administrative expenses
- $2,652,602
- Total expenses
- $15,406,118
- Net increase / (decrease)
- $40,910,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $625,249 | not reported in the loaded dataset |
| Towers Watson | NONE | $379,249 | not reported in the loaded dataset |
| Goldman Sachs | NONE | $217,953 | not reported in the loaded dataset |
| State Street Bank | NONE | $70,434 | $0 |
| Crowe Llp | NONE | $53,550 | not reported in the loaded dataset |