Abbott Laboratories Annuity Retirement Trust — Form 5500 plan (Abbott Laboratories)
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, Abbott Laboratories Annuity Retirement Trust is a benefit plan reported by Abbott Laboratories under EIN 36-0698440 and plan number 337. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $7,545,240,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Abbott Laboratories
- EIN
- 36-0698440
- Plan number
- 337
- Plan type
- 4
- Location
- Abbott Park, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $7,545,240,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241007174702NAL0007824515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,545,240,611
- Total liabilities (EOY)
- $37,792,676
- Net assets (EOY)
- $7,507,447,935
- Net assets (BOY)
- $6,459,745,597
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,007,355,973
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $17,472,507
- Total expenses
- $17,472,507
- Net increase / (decrease)
- $989,883,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jennison Associates LLC | NONE | $1,858,367 | not reported in the loaded dataset | 2023 |
| Midocean Credit Fund Mgmt, Lp | NONE | $1,673,429 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $1,648,681 | not reported in the loaded dataset | 2023 |
| Westlake Financial Group | NONE | $1,587,206 | not reported in the loaded dataset | 2023 |
| Brandywine Global Investment LLC | NONE | $1,581,522 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | NONE | $1,347,492 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $1,118,932 | not reported in the loaded dataset | 2023 |
| Aligned Investors Global | NONE | $1,042,890 | not reported in the loaded dataset | 2023 |
| Granite Investment Partners | NONE | $952,837 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $938,920 | not reported in the loaded dataset | 2023 |
| Gmo LLC | NONE | $871,972 | not reported in the loaded dataset | 2023 |
| Ariel Capital Management LLC | NONE | $858,835 | not reported in the loaded dataset | 2023 |
| Cliffwater LLC | NONE | $450,000 | not reported in the loaded dataset | 2023 |
| Voya Holdings Inc | NONE | $394,045 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $196,128 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | NONE | $67,000 | not reported in the loaded dataset | 2023 |
| Mcdermott Will & Emery | NONE | $58,272 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $44,350 | not reported in the loaded dataset | 2023 |
| Winston And Strawn | NONE | $29,869 | not reported in the loaded dataset | 2023 |
| Shannon Associates | NONE | $6,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Abbott Laboratories
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Abbott Park, IL
- Jennison Associates LLC — Schedule C compensation
- Midocean Credit Fund Mgmt, Lp — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Westlake Financial Group — Schedule C compensation
- Brandywine Global Investment LLC — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Aligned Investors Global — Schedule C compensation
- Granite Investment Partners — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Gmo LLC — Schedule C compensation
- Ariel Capital Management LLC — Schedule C compensation
- Cliffwater LLC — Schedule C compensation
- Voya Holdings Inc — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Mcdermott Will & Emery — Schedule C compensation
- Grant Thornton Llp — Schedule C compensation
- Winston And Strawn — Schedule C compensation
- Shannon Associates — Schedule C compensation