American Express Retirement Savings Plan — Form 5500 plan (American Express Company And Its Participating Subsidiaries)
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, American Express Retirement Savings Plan is a benefit plan reported by American Express Company And Its Participating Subsidiaries under EIN 13-4922250 and plan number 002. The latest loaded filing year is 2023. The filing reports 39,869 participants and $7,886,798,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Express Company And Its Participating Subsidiaries
- EIN
- 13-4922250
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 39,869
- End-of-year plan assets
- $7,886,798,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39,869 | H, C | 20240621104243NAL0002424049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,886,798,934
- Total liabilities (EOY)
- $168,739,961
- Net assets (EOY)
- $7,718,058,973
- Net assets (BOY)
- $6,378,601,534
Income & contributions
- Employer contributions
- $265,004,345
- Participant contributions
- $291,632,673
- Total contributions
- $591,703,938
- Total income / additions
- $1,812,444,032
Expenses & distributions
- Benefits paid
- $459,331,107
- Administrative expenses
- $13,415,737
- Total expenses
- $472,986,593
- Net increase / (decrease)
- $1,339,457,439
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sands Capital Management | SERVICE PROVIDER | $2,200,579 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | SERVICE PROVIDER | $2,037,125 | $0 | 2023 |
| Morgan Stanley Investment Managemen | SERVICE PROVIDER | $1,675,775 | not reported in the loaded dataset | 2023 |
| The London Company | SERVICE PROVIDER | $1,056,031 | not reported in the loaded dataset | 2023 |
| Wellington Management Company, Llp | SERVICE PROVIDER | $972,791 | not reported in the loaded dataset | 2023 |
| Times Square Capital Management | SERVICE PROVIDER | $831,321 | not reported in the loaded dataset | 2023 |
| Brandywine Global Inv Mgt LLC | SERVICE PROVIDER | $808,652 | not reported in the loaded dataset | 2023 |
| Tcw Asset Management Company | SERVICE PROVIDER | $735,706 | not reported in the loaded dataset | 2023 |
| Westwood Management Corp. | SERVICE PROVIDER | $594,416 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | SERVICE PROVIDER | $519,348 | not reported in the loaded dataset | 2023 |
| Ameriprise Trust Co. | SERVICE PROVIDER | $515,294 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Co. Llp | SERVICE PROVIDER | $306,259 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | SERVICE PROVIDER | $286,132 | not reported in the loaded dataset | 2023 |
| Fidelity Inst. Asset Mgmt. Tr. Co. | SERVICE PROVIDER | $264,908 | not reported in the loaded dataset | 2023 |
| Ir&M Core Fixed Income Portfolio | SERVICE PROVIDER | $140,718 | not reported in the loaded dataset | 2023 |
| Garcia Hamilton Core Fixed Income P | SERVICE PROVIDER | $130,733 | not reported in the loaded dataset | 2023 |
| American Express Company | PLAN SPONSOR | $123,179 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust Co. | SERVICE PROVIDER | $116,034 | not reported in the loaded dataset | 2023 |
| Morningstar, Inc | SERVICE PROVIDER | $111,461 | not reported in the loaded dataset | 2023 |
| Diana Salesky | SERVICE PROVIDER | $67,000 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | SERVICE PROVIDER | $55,765 | not reported in the loaded dataset | 2023 |
| Atlanta Capital High Quality Focuse | SERVICE PROVIDER | $41,225 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Express Company And Its Participating Subsidiaries
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Sands Capital Management — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Investment Managemen — Schedule C compensation
- The London Company — Schedule C compensation
- Wellington Management Company, Llp — Schedule C compensation
- Times Square Capital Management — Schedule C compensation
- Brandywine Global Inv Mgt LLC — Schedule C compensation
- Tcw Asset Management Company — Schedule C compensation
- Westwood Management Corp. — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Ameriprise Trust Co. — Schedule C compensation
- Loomis Sayles & Co. Llp — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Fidelity Inst. Asset Mgmt. Tr. Co. — Schedule C compensation
- Ir&M Core Fixed Income Portfolio — Schedule C compensation
- Garcia Hamilton Core Fixed Income P — Schedule C compensation
- American Express Company — Schedule C compensation
- Vanguard Fiduciary Trust Co. — Schedule C compensation
- Morningstar, Inc — Schedule C compensation
- Diana Salesky — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Atlanta Capital High Quality Focuse — Schedule C compensation