How big is Glaxosmithkline LLC's plan?

Glaxosmithkline LLC's plan reported $2.9B in assets and 7,110 participants for 2024.

Original filing (PDF)20250925160705NAL0012456850001

Glaxosmithkline LLC

Name: Glaxosmithkline LLC — Glaxosmithkline Cash Balance, Form 5500 (2024)
Creator: Glaxosmithkline LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Glaxosmithkline Cash Balance Pension Plan

Defined-benefit pension plan · Glaxosmithkline LLC's Glaxosmithkline Cash Balance Pension Plan held $2.9B in plan assets for 7,110 participants in 2024, with Alight Solutions as recordkeeper.

Signals · 1

15 service providers

Active participants

7,110

Accounts w/ balance

—

Plan assets (EOY)

$2.9B

Net assets (EOY)

$2.9B

People on this filing

Maureen Epstein signed Glaxosmithkline LLC's 2024 Form 5500 as plan administrator.

Maureen Epstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Glaxosmithkline LLC's EIN is 23-1099050.

EIN 23-1099050

Plan number 003

Plan year 2024

ACK ID 20250925160705NAL0012456850001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Glaxosmithkline LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Glaxosmithkline LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLAXOSMITHKLINE LLC.

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How this plan invests

This plan

5 pooled trusts

Schedule D

1,103 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).
Plan is frozen (1I) — no new benefit accrual.
Fragmented vendor stack (15 disclosed providers, 6 categories).

Plan sponsor

Name

GLAXOSMITHKLINE LLC

EIN

all filings

Address

FMC TOWER AT CIRA CENTRE SOUTH · 2929 WALNUT STREET, SUITE 1700 · PHILADELPHIA, PA · 19104

Phone

(215) 751-4908

Industry

Manufacturing

Plan administrator

Name

GLAXOSMITHKLINE LLC

EIN

23-1099050

City

DURHAM, NC

Phone

(215) 751-4908

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

3J · U.S. plan covering Puerto Rico residents

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE LLP

Service providers (Schedule C)

15 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BANK OF NEW YORK MELLON	13-5160382	—	CUSTODIAN & TRUSTEE	$483K	—

Recordkeeper

Investments

1,103 direct securities · 5 pooled funds· $2.5B(86% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Bonds / Notes

$821.3M

942 holdings

U.S. Treasuries

$791.4M

45 holdings

Common Collective Trust

$541.0M

5 holdings

Common Stocks

$211.5M

111 holdings

Other securities

$125.4M

4 holdings

Mutual Funds

$495K

1 holding

					% of plan
SSGA RUSSELL 3000 INDEX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 042	Common Collective Trust	—	$256.5M	$385.3M	13.3%
EQUITABLE REAL ESTATE PARTNERSHIP/JOINT VENTURE	Other securities	—	$67.6M	$123.7M	4.3%
BLACKROCK LIQ T FUND INSTL REGISTERED INVESTMENT COMPANY	Common Stocks	—	$121.8M	$121.8M	4.2%
U S TREASURY NOTE 4.250% 11/15/2034 DD 11/15/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$111.6M	$109.6M	3.8%
STATE STREET MSCI EAFE INDX NL FUND STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 241	Common Collective Trust	—	$69.9M	$93.1M	3.2%
SS DAILY MSCI EMERG MKTS IND NL FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 192	Common Collective Trust	—	$57.0M	$62.6M	2.2%
U S TREASURY NOTE 4.375% 05/15/2034 DD 05/15/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$56.6M	$53.5M	1.8%
U S TREASURY NOTE 4.000% 07/31/2029 DD 07/31/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$50.6M	$49.2M	1.7%
U S TREASURY BOND 4.500% 08/15/2039 DD 08/15/09 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$44.5M	$43.8M	1.5%
U S TREASURY BOND 4.375% 11/15/2039 DD 11/15/09 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$41.7M	$41.3M	1.4%
U S TREASURY NOTE 4.125% 07/31/2031 DD 07/31/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$42.9M	$41.2M	1.4%
U S TREASURY NOTE 3.750% 08/31/2031 DD 08/31/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$37.3M	$35.4M	1.2%
U S TREASURY NOTE 4.250% 02/28/2031 DD 02/29/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$30.3M	$29.7M	1.0%
U S TREASURY BD PRIN STRIP 0.000% 11/15/2043 DD 11/15/13 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$30.6M	$28.2M	1.0%
U S TREASURY BOND 3.875% 08/15/2040 DD 08/15/10 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$29.1M	$27.0M	0.9%
U S TREASURY NOTE 4.625% 06/30/2026 DD 06/30/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$25.3M	$25.1M	0.9%
U S TREASURY NOTE 4.000% 02/28/2030 DD 02/28/23 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$25.3M	$24.5M	0.8%
U S TREASURY NOTE 4.250% 01/31/2026 DD 01/31/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$23.8M	$24.0M	0.8%
As of December 31, 2024 U S TREASURY BOND 4.250% 11/15/2040 DD 11/15/10 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$27.4M	$23.5M	0.8%
U S TREASURY BOND 4.750% 02/15/2041 DD 02/15/11 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$26.7M	$22.9M	0.8%
U S TREASURY BD PRIN STRIP 0.000% 08/15/2043 DD 08/15/13 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$24.2M	$22.5M	0.8%
U S TREASURY BD CPN STRIP 0.000% 05/15/2034 DD 08/15/07 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$25.2M	$22.2M	0.8%
RESOLUTION FDG CORP PRIN STRIP 0.000% 04/15/2030 DD 04/15/90 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$14.6M	$21.5M	0.7%
U S TREASURY BOND 4.625% 11/15/2044 DD 11/15/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$20.7M	$20.0M	0.7%
U S TREASURY NOTE 4.250% 02/28/2029 DD 02/29/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$20.1M	$19.9M	0.7%
U S TREASURY NOTE 4.500% 11/15/2033 DD 11/15/23 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$19.7M	$19.1M	0.7%
U S TREASURY NOTE 2.625% 02/15/2029 DD 02/15/19 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$21.6M	$18.7M	0.6%
U S TREASURY BD CPN STRIP 0.000% 08/15/2034 DD 02/15/06 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$20.6M	$17.7M	0.6%
U S TREASURY NOTE 4.000% 01/31/2031 DD 01/31/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$16.7M	$16.6M	0.6%
U S TREASURY NOTE 2.375% 04/30/2026 DD 04/30/19 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$15.7M	$14.6M	0.5%
U S TREASURY BD PRIN STRIP 0.000% 05/15/2043 DD 05/15/13 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$15.5M	$14.4M	0.5%
U S TREASURY NOTE 0.625% 03/31/2027 DD 03/31/20 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$15.1M	$13.8M	0.5%
U S TREASURY BOND 4.000% 11/15/2042 DD 11/15/22 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$14.6M	$13.5M	0.5%
U S TREASURY BOND 4.250% 08/15/2054 DD 08/15/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$12.9M	$12.4M	0.4%
U S TREASURY BOND 2.375% 02/15/2042 DD 02/15/22 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$14.0M	$10.7M	0.4%
JOHN HANCOCK GROUP ANNUITY 0.000% 12/31/2049 DD 01/01/96 UNALLOCATED INSURANCE CONTRACT	Bonds / Notes	—	$10.7M	$10.7M	0.4%
U S TREASURY NOTE 4.375% 08/31/2028 DD 08/31/23 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$10.1M	$10.0M	0.3%
U S TREASURY BOND 3.875% 02/15/2043 DD 02/15/23 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$9.5M	$8.8M	0.3%
U S TREASURY BD CPN STRIP 0.000% 02/15/2036 DD 02/15/06 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$9.3M	$8.2M	0.3%
U S TREASURY BOND 3.875% 05/15/2043 DD 05/15/23 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$8.6M	$8.1M	0.3%
U S TREASURY BOND 3.625% 08/15/2043 DD 08/15/13 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$8.5M	$8.1M	0.3%
U S TREASURY BD CPN STRIP 0.000% 02/15/2039 DD 02/17/09 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$6.7M	$6.5M	0.2%
U S TREASURY BD CPN STRIP 0.000% 05/15/2039 DD 05/15/09 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$6.6M	$6.4M	0.2%
U S TREASURY BD CPN STRIP 0.000% 08/15/2039 DD 08/17/09 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$6.5M	$6.3M	0.2%
U S TREASURY BD CPN STRIP 0.000% 11/15/2039 DD 11/16/09 U. S. GOVERNMENT SECURITIES	Bonds / Notes	—	$6.5M	$6.2M	0.2%
U S TREASURY BOND 2.875% 05/15/2043 DD 05/15/13 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$6.2M	$5.6M	0.2%
U S TREASURY NOTE 3.500% 09/30/2029 DD 09/30/24 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$4.9M	$4.8M	0.2%
DUKE ENERGY CAROLINAS LLC 5.300% 02/15/2040 DD 11/19/09 CORPORATE DEBT INSTRUMENTS	Bonds / Notes	—	$5.1M	$4.7M	0.2%
U S TREASURY BOND 3.375% 05/15/2044 DD 05/15/14 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$5.0M	$4.6M	0.2%
U S TREASURY BOND 3.500% 02/15/2039 DD 02/15/09 U. S. GOVERNMENT SECURITIES	U.S. Treasuries	—	$5.1M	$4.4M	0.2%

1–50 of 1,108

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Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

State Street / SPDR$385.3M BlackRock / iShares$123.9M JPMorgan$15.8M Goldman Sachs$13.5M Wells Fargo / Allspring$13.4M John Hancock$10.7M Morgan Stanley$8.4M MetLife$6.4M Prudential / PGIM

ALIGHT SOLUTIONS	36-2235791	—	RECORDKEEPER	$2.1M	—
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	NONE	$30K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEGAL & GENERAL INVSTMT MGMT AMER	20-8058531	—	NONE	$1.6M	—
WALTER SCOTT & PARTNERS LTD	98-0465834	—	NONE	$428K	—
TOWERS WATSON DELAWARE INC	53-0181291	—	NONE	$312K	—
APEX FINTECH SOLUTIONS	—	DALLAS, TX	NONE	$13K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
JENNISON ASSOCIATES LLC	22-2540245	—	NONE	$624K	—
ROCATON INVESTMENT ADVISORS	04-3638035	—	NONE	$139K	—
STATE STREET GLOBAL ADVISORS	81-4017137	—	NONE	$120K	—
MARATHON ASSET MANAGEMENT LIMITED	98-1669899	—	NONE	$42K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
DELOITTE & TOUCHE LLP	13-3891517	—	NONE	$88K	—
PRICEWATERHOUSECOOPERS LLP	13-4008324	—	NONE	$15K	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
INCOME RESEARCH & MANAGEMENT	04-2955404	—	NONE	$509K	—
MSCI	—	NEW YORK, NY	NONE	$5K	—

Service providers (Schedule C)

Investments

Fund families in this plan

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