Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement Plan — Form 5500 plan (Takeda Pharmaceutical U.S.A., 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, Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement Plan is a benefit plan reported by Takeda Pharmaceutical U.S.A., Inc. under EIN 13-4013710 and plan number 001. The latest loaded filing year is 2023. The filing reports 35,272 participants and $5,471,853,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Takeda Pharmaceutical U.S.A., Inc.
- EIN
- 13-4013710
- Plan number
- 001
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 35,272
- End-of-year plan assets
- $5,471,853,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35,272 | H, C | 20241011150713NAL0011081251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,471,853,608
- Net assets (EOY)
- $5,471,853,608
- Net assets (BOY)
- $4,540,674,656
Income & contributions
- Employer contributions
- $265,587,291
- Participant contributions
- $213,605,847
- Total contributions
- $524,626,448
- Total income / additions
- $1,364,675,354
Expenses & distributions
- Benefits paid
- $431,032,726
- Administrative expenses
- $2,463,676
- Total expenses
- $433,496,402
- Net increase / (decrease)
- $931,178,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Ops Co., Inc. | NONE | $1,476,724 | $0 | 2023 |
| Strategic Advisors | NONE | $699,041 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $253,325 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $98,862 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $32,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Takeda Pharmaceutical U.S.A., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Fidelity Inv Inst Ops Co., Inc. — Schedule C compensation
- Strategic Advisors — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Mercer — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation