Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed — Form 5500 plan (Merck & Co., Inc.)
Plain-English plan 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, Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed is a benefit plan reported by Merck & Co., Inc. under EIN 04-6767405 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $12,850,285,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Merck & Co., Inc.
- EIN
- 04-6767405
- Plan number
- 007
- Plan type
- 4
- Location
- Rahway, NJ
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $12,850,285,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240927150929NAL0002286305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,850,285,587
- Total liabilities (EOY)
- $10,417,932
- Net assets (EOY)
- $12,839,867,655
- Net assets (BOY)
- $10,817,281,125
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,099,140,185
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $14,870,134
- Total expenses
- $14,870,134
- Net increase / (decrease)
- $2,084,270,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | NONE | $3,376,508 | $0 | 2023 |
| Jennison Associates LLC | NONE | $2,853,499 | $0 | 2023 |
| Fisher Investments | NONE | $2,257,980 | $0 | 2023 |
| Alliancebernstein Lp | NONE | $1,596,553 | $0 | 2023 |
| Jp Morgan Chase Bank, N.A. | NONE | $1,404,344 | not reported in the loaded dataset | 2023 |
| Allspring Global Investments | NONE | $1,102,387 | $0 | 2023 |
| State Street Global Advisors | NONE | $819,160 | $0 | 2023 |
| Wellington Trust Company, Na | NONE | $760,042 | not reported in the loaded dataset | 2023 |
| Centersquare Investment Mgmt LLC | NONE | $448,680 | $0 | 2023 |
| Mfs Institutional Advisors, Inc. | NONE | $159,981 | $0 | 2023 |
| State Street Bank | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Alliancebernstein Trust Company | NONE | $25,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Merck & Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Rahway, NJ
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Jennison Associates LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Jp Morgan Chase Bank, N.A. — Schedule C compensation
- Allspring Global Investments — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Centersquare Investment Mgmt LLC — Schedule C compensation
- Mfs Institutional Advisors, Inc. — Schedule C compensation
- State Street Bank — Schedule C compensation
- Alliancebernstein Trust Company — Schedule C compensation