Amgen Retirement And Savings Plan — Form 5500 plan (Amgen 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, Amgen Retirement And Savings Plan is a benefit plan reported by Amgen Inc. under EIN 95-3540776 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,260 participants and $6,901,422,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amgen Inc.
- EIN
- 95-3540776
- Plan number
- 001
- Plan type
- 2
- Location
- Thousand Oaks, CA
- Latest filing year
- 2023
- Participants
- 20,260
- End-of-year plan assets
- $6,901,422,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,260 | H, C | 20241008160914NAL0030474304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,901,422,500
- Total liabilities (EOY)
- $7,923,398
- Net assets (EOY)
- $6,893,499,102
- Net assets (BOY)
- $5,996,724,989
Income & contributions
- Employer contributions
- $210,497,095
- Participant contributions
- $192,800,615
- Total contributions
- $430,497,548
- Total income / additions
- $1,437,566,129
Expenses & distributions
- Benefits paid
- $530,601,828
- Administrative expenses
- $10,185,265
- Total expenses
- $540,792,016
- Net increase / (decrease)
- $896,774,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $4,502,483 | $0 | 2023 |
| Sustainable Growth Advisers, Lp | NONE | $1,568,813 | $0 | 2023 |
| Arrowmark Partners | NONE | $1,075,122 | $0 | 2023 |
| Vulcan Value Partners | NONE | $903,582 | not reported in the loaded dataset | 2023 |
| Snyder Capital Management L.P. | NONE | $752,986 | $0 | 2023 |
| Pzena Investment Management | NONE | $709,497 | $0 | 2023 |
| Aristotle Capital Boston | NONE | $694,871 | $0 | 2023 |
| Northern Trust Company | NONE | $618,487 | $0 | 2023 |
| Wellington Trust Company | NONE | $115,251 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amgen Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Thousand Oaks, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Sustainable Growth Advisers, Lp — Schedule C compensation
- Arrowmark Partners — Schedule C compensation
- Vulcan Value Partners — Schedule C compensation
- Snyder Capital Management L.P. — Schedule C compensation
- Pzena Investment Management — Schedule C compensation
- Aristotle Capital Boston — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Wellington Trust Company — Schedule C compensation