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Original filing (PDF)20251015090909NAL0004146753001
ALLERGAN, INC.
Form 5500
FILING_RECEIVED
LEGACY ALLERGAN, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 3
44% in single holdingNo recordkeeper disclosed9 service providers
Active participants
224
Accounts w/ balance
—
Plan assets (EOY)
$673.7M
Net assets (EOY)
$617.8M
How this plan invests
This plan
12 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "[DFE: ALLERGAN INC. LDI U/A (no filing on disk)]" is 44% of plan.
- 23 bps in Schedule C fees — 288% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLERGAN, INC..
Plan sponsor
Name
ALLERGAN, INC.
EIN
95-1622442
Address
BENEFITS/HR OPERATIONS V69T AP34-LL · 1 NORTH WAUKEGAN ROAD · NORTH CHICAGO, IL · 600641802
Phone
(847) 932-7900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT CO. | 33-0629048 | — | NONE | $897K | — |
| BLACKROCK | 30-0587659 | — | NONE | $253K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $132K | — |
| MILLIMAN INC. | 91-0675641 | — | NONE | $104K | — |
| NEPC, LLC | 26-1429809 | — | NONE | $90K | — |
| VERUS ADVISORY, INC. | 91-1320111 | — | NONE | $64K | — |
| GROOM LAW GROUP | 52-1219029 | — | NONE | $14K | — |
| STATE STREET RESEARCH & MANAGEMENT | 13-3142135 | — | NONE | $11K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $5K | — |
Investments
12 pooled funds· $587.4M(87% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLERGAN INC. LDI U/A ALLERGAN, INC. · EIN 95-1622442 / PN 000 | Common Collective Trust | — | — | $259.5M | 38.5% | |
| LONG DURATION CORP CREDIT SCREENED BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 001 | Common Collective Trust | — | — | $173.8M | 25.8% | |
| INTERMEDIATE GOVERNMENT BOND INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3118548 / PN 001 | Common Collective Trust | — | — | $84.4M | 12.5% | |
| COLLECTIVE S&P 500 INDEX FUND-LENDI NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $62.1M | 9.2% | |
| COLLECTIVE SHORT TERM INVESTMENT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $6.3M | 0.9% | |
| TREASURY US 15 YR KEY RATE DURATION BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| TREASURY US 25PLUS YR KEY RATE DURA BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| MONEY MARKET FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3273839 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| S&P FLAGSHIP SECURITY LENDING PROVI STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| EB TEMPORARY INVESTMENT FD THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $0 | <0.1% |