Bristol-Myers Squibb Savings Plans Master Trust — Form 5500 plan (Bristol-Myers Squibb Company)
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, Bristol-Myers Squibb Savings Plans Master Trust is a benefit plan reported by Bristol-Myers Squibb Company under EIN 04-6767867 and plan number 112. The latest loaded filing year is 2023. The filing reports 0 participants and $10,439,546,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bristol-Myers Squibb Company
- EIN
- 04-6767867
- Plan number
- 112
- Plan type
- 4
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $10,439,546,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20240823172509NAL0003293219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,439,546,703
- Net assets (EOY)
- $10,439,546,703
- Net assets (BOY)
- $9,170,501,281
Income & contributions
- Total income / additions
- $1,533,394,271
Expenses & distributions
- Net increase / (decrease)
- $1,533,394,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines | NONE | $1,738,152 | not reported in the loaded dataset | 2023 |
| Fidelity Invest. Instit. Oper. Co. | NONE | $801,808 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $207,507 | not reported in the loaded dataset | 2023 |
| Callan Holdings, Inc. | NONE | $182,400 | not reported in the loaded dataset | 2023 |
| American General Life Ins. Co. | NONE | $146,314 | not reported in the loaded dataset | 2023 |
| Nationwide Life Insurance Company | NONE | $105,443 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $84,198 | not reported in the loaded dataset | 2023 |
| Metropolitan Tower Life Insurance | not reported in the loaded dataset | $26,611 | not reported in the loaded dataset | 2023 |
| Transamerica Premier Life Ins. Co. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bristol-Myers Squibb Company
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Financial Engines — Schedule C compensation
- Fidelity Invest. Instit. Oper. Co. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Callan Holdings, Inc. — Schedule C compensation
- American General Life Ins. Co. — Schedule C compensation
- Nationwide Life Insurance Company — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Metropolitan Tower Life Insurance — Schedule C compensation
- Transamerica Premier Life Ins. Co. — Schedule C compensation