2023 Form 5500 filing — American Express Retirement 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 20250626082841NAL0012526608001) for American Express Retirement Plan, reported by American Express Company And Its Participating Subsidiaries under EIN 13-4922250 and plan number 005. It reports 17,834 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250626082841NAL0012526608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Express Company And Its Participating Subsidiaries
- EIN
- 13-4922250
- Plan number
- 005
- Location
- New York, NY
- Participants
- 17,834
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,155,647,345
- Total liabilities (EOY)
- $97,872,465
- Net assets (EOY)
- $1,057,774,880
- Total income / additions
- $187,891,367
- Benefits paid
- $76,231,252
- Administrative expenses
- $4,881,279
- Total expenses
- $81,112,531
- Net increase / (decrease)
- $106,778,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Co. | SERVICE PROVIDER | $449,529 | not reported in the loaded dataset |
| Harrison Street | SERVICE PROVIDER | $361,703 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | SERVICE PROVIDER | $347,029 | not reported in the loaded dataset |
| Lindsell Train | SERVICE PROVIDER | $330,723 | not reported in the loaded dataset |
| Principal | SERVICE PROVIDER | $320,578 | $0 |
| Abs Allegiance | SERVICE PROVIDER | $265,175 | not reported in the loaded dataset |
| Towers Watson Investment Services | SERVICE PROVIDER | $250,000 | not reported in the loaded dataset |
| Legal & General Invest Mgmt America | SERVICE PROVIDER | $241,501 | not reported in the loaded dataset |
| Conduent Human Resources Svcs LLC | SERVICE PROVIDER | $238,263 | not reported in the loaded dataset |
| Metlife Investment Mgmt LLC | SERVICE PROVIDER | $144,837 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | SERVICE PROVIDER | $81,066 | not reported in the loaded dataset |
| American Express Company | PLAN SPONSOR | $52,323 | not reported in the loaded dataset |
| Fiam | SERVICE PROVIDER | $51,222 | not reported in the loaded dataset |
| Rsm Llp | SERVICE PROVIDER | $20,700 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | SERVICE PROVIDER | $12,016 | not reported in the loaded dataset |