Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TAKEDA PHARMACEUTICALS U.S.A., INC
EIN 13-4013710ManufacturingLatest filing 2024
Plans
6
Retirement
3
$6.58B assets
Welfare
3
$38.3M premiums
Participants
83,003
500 KENDALL STREET - EXTON, PA 19341847-383-3000
Retirement portfolio analytics
3 plans aggregated / $6.58B assets / 40,610 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $38.3M premiums / 47,122 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.7M
- Other$13.4M
- Life$11.4M
- Long-term disability$7.2M
- Dental$3.9M
- Vision$3.0M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
48%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
- KAISER FOUNDATION HEALTH PLAN INC33%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN8%
- COMPSYCH1%
- +2 more
Broker market share
Schedule A broker compensation
84%top
- WILLIS TOWERS WATSON US LLC84%
- AON CONSULTING INC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN
401k
Assets$6.18B
Participants39,061
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN
TraditionalDB
Assets$394.8M
Participants1,515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAKEDA PHARMACEUTICALS U.S.A., INC. PUERTO RICO SAVINGS AND RETIREMENT PLAN
401k
Assets$3.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
TAKEDA PHARMACEUTICALS U.S.A., INC. GROUP LIFE, DISABILITY AND AD&D INSURANCE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$18.5M
Covered lives23,803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
TAKEDA PHARMACEUTICALS U.S.A., INC. MEDICAL, DENTAL & VISION CARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$18.0M
Covered lives23,220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TAKEDA PHARMACEUTICALS U.S.A., INC. INTERNATIONAL PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TAKEDA PHARMACEUTICAL U.S.A., INC. SAVINGS AND RETIREMENT PLAN | 401k | $6.18B | 39,061 | 2024 | |
| 003 | BAXALTA INCORPORATED AND SUBSIDIARIES PENSION PLAN | TraditionalDB | $394.8M | 1,515 | 2024 | |
| 002 | TAKEDA PHARMACEUTICALS U.S.A., INC. PUERTO RICO SAVINGS AND RETIREMENT PLAN | 401k | $3.5M | 34 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | TAKEDA PHARMACEUTICALS U.S.A., INC. GROUP LIFE, DISABILITY AND AD&D INSURANCE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $18.5M | 23,803 | 2024 | |
| 501 | TAKEDA PHARMACEUTICALS U.S.A., INC. MEDICAL, DENTAL & VISION CARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC. | $18.0M | 23,220 | 2024 | |
| 503 | TAKEDA PHARMACEUTICALS U.S.A., INC. INTERNATIONAL PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.8M | 99 | 2024 |
Retirement plans
Welfare plans