The Retirement And Savings Plan For Amgen Manufacturing Limited LLC — Form 5500 plan (Amgen Manufacturing Limited LLC)
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, The Retirement And Savings Plan For Amgen Manufacturing Limited LLC is a benefit plan reported by Amgen Manufacturing Limited LLC under EIN 98-0210484 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,307 participants and $719,343,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amgen Manufacturing Limited LLC
- EIN
- 98-0210484
- Plan number
- 001
- Plan type
- 2
- Location
- Juncos, PR
- Latest filing year
- 2023
- Participants
- 3,307
- End-of-year plan assets
- $719,343,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,307 | H, C | 20241008161253NAL0017958193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $719,343,985
- Total liabilities (EOY)
- $662,641
- Net assets (EOY)
- $718,681,344
- Net assets (BOY)
- $610,252,807
Income & contributions
- Employer contributions
- $20,198,444
- Participant contributions
- $18,858,531
- Total contributions
- $40,338,615
- Total income / additions
- $133,843,622
Expenses & distributions
- Benefits paid
- $24,545,621
- Administrative expenses
- $772,657
- Total expenses
- $25,415,085
- Net increase / (decrease)
- $108,428,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Fenner & Smith | RECORDKEEPER | $158,483 | $0 | 2023 |
| Sustainable Growth Advisers Lp | NONE | $150,461 | $0 | 2023 |
| Arrowmark Partners | NONE | $112,500 | $0 | 2023 |
| Vulcan Value Partners | NONE | $82,459 | not reported in the loaded dataset | 2023 |
| Snyder Capital Management L.P. | NONE | $72,869 | $0 | 2023 |
| Aristotle Capital Boston | NONE | $66,758 | $0 | 2023 |
| Pzena Investment Management | NONE | $65,235 | $0 | 2023 |
| Galliard Capital Mgmt, Inc. | NONE | $62,511 | $0 | 2023 |
| Northern Trust Company | TRUSTEE/ CUSTODIAN | $58,876 | $0 | 2023 |
| Wellington Trust Company | NONE | $12,559 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amgen Manufacturing Limited LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Juncos, PR
- Merrill Lynch 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
- Aristotle Capital Boston — Schedule C compensation
- Pzena Investment Management — Schedule C compensation
- Galliard Capital Mgmt, Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Wellington Trust Company — Schedule C compensation