Plan Snapshot
- Plan Sponsor: Allergan, INC.
- Sponsor EIN: 951622442
- Sponsor Address: BENEFITS/HR OPERATIONS V69T AP34-LL, NORTH CHICAGO, IL, 600641802
- Plan Type: DB
- Total Participants: 224
- Total Assets: $673.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 224 | $673.7M | $0 | $0 |
| 2023 | 241 | $653.2M | $0 | $0 |
| 2022 | 267 | $671.7M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO. | Other Service Provider | $896,592 | — | $896,592 |
| BLACKROCK | Other Service Provider | $252,780 | — | $252,780 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $131,828 | — | $131,828 |
| MILLIMAN INC. | Recordkeeper | $103,823 | — | $103,823 |
| NEPC, LLC | Recordkeeper | $90,000 | — | $90,000 |
| VERUS ADVISORY, INC. | Other Service Provider | $64,167 | — | $64,167 |
| GROOM LAW GROUP | ERISA Attorney | $14,401 | — | $14,401 |
| STATE STREET RESEARCH & MANAGEMENT | Other Service Provider | $11,102 | — | $11,102 |
| NORTHERN TRUST COMPANY | Other Service Provider | $5,412 | — | $5,412 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC. — Recordkeeper
- NEPC, LLC — Recordkeeper
- GROOM LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,570,105
- Estimated Expense Ratio: 0.233% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,686,147 | $1,090,818 | — | — | — |
| 2023 | $2,083,706 | $1,181,032 | — | — | — |
| 2022 | $1,994,350 | $1,207,408 | — | — | — |