Baxalta Incorporated And Subsidiaries Pension Plan — Form 5500 plan (Takeda Pharmaceuticals 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, Baxalta Incorporated And Subsidiaries Pension Plan is a benefit plan reported by Takeda Pharmaceuticals U.S.A., Inc under EIN 13-4013710 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,541 participants and $374,780,754 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Takeda Pharmaceuticals U.S.A., Inc
EIN
13-4013710
Plan number
003
Plan type
2
Location
Exton, PA
Latest filing year
2023
Participants
1,541
End-of-year plan assets
$374,780,754

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,541H, C20241014135737NAL0046259392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$374,780,754
Total liabilities (EOY)
$54,594
Net assets (EOY)
$374,726,160
Net assets (BOY)
$333,816,138

Income & contributions

Employer contributions
$32,300,000
Total contributions
$32,300,000
Total income / additions
$56,316,140

Expenses & distributions

Benefits paid
$12,753,516
Administrative expenses
$2,652,602
Total expenses
$15,406,118
Net increase / (decrease)
$40,910,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$625,249not reported in the loaded dataset2023
Towers WatsonNONE$379,249not reported in the loaded dataset2023
Goldman SachsNONE$217,953not reported in the loaded dataset2023
State Street BankNONE$70,434$02023
Crowe LlpNONE$53,550not reported in the loaded dataset2023

Related Form 5500 pages