2023 Form 5500 filing — Legacy Allergan, Inc. 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 20241015232930NAL0029863633001) for Legacy Allergan, Inc. Pension Plan, reported by Allergan, Inc. under EIN 95-1622442 and plan number 001. It reports 3,384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015232930NAL0029863633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allergan, Inc.
- EIN
- 95-1622442
- Plan number
- 001
- Location
- North Chicago, IL
- Participants
- 3,384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $653,206,501
- Total liabilities (EOY)
- $7,971,062
- Net assets (EOY)
- $645,235,439
- Total income / additions
- $65,298,347
- Benefits paid
- $36,457,442
- Administrative expenses
- $2,083,706
- Total expenses
- $38,541,148
- Net increase / (decrease)
- $26,757,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management | NONE | $705,241 | not reported in the loaded dataset |
| Allergan Inc | NONE | $406,270 | not reported in the loaded dataset |
| Milliman Inc. | NONE | $323,048 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $297,526 | not reported in the loaded dataset |
| Verus Advisory, Inc. | NONE | $140,465 | not reported in the loaded dataset |
| Russell Trust Company | NONE | $5,295 | not reported in the loaded dataset |