2023 Form 5500 filing — Purdue Pharma L.P. And Participating Associated Companies Retirement Savings 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001093836NAL0003873923001) for Purdue Pharma L.P. And Participating Associated Companies Retirement Savings 401(K) Plan, reported by Purdue Pharma L.P. under EIN 06-1307484 and plan number 003. It reports 1,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$423.7MReported net assets$423,689,273
Participants1.4K1,363
Provider compensation$133.5K3 Schedule C row(s)$133,475
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001093836NAL0003873923001
Plan sponsor
Purdue Pharma L.P.
EIN
06-1307484
Plan number
003
Location
Stamford, CT
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$423.7M total assets
Net assets$423.7MLiabilities$0
Money in vs. money out
Total income / additions$85.8M
Total expenses$38.4M
Benefits paid / distributions$38.2M
Contributions
Employer$5.7M
Participant$6.7M
Full reported line items
Total assets (EOY)
$423,689,273
Total liabilities (EOY)
$0
Net assets (EOY)
$423,689,273
Employer contributions
$5,744,905
Participant contributions
$6,723,364
Total income / additions
$85,802,043
Benefits paid
$38,240,972
Administrative expenses
$133,389
Total expenses
$38,374,361
Net increase / (decrease)
$47,427,682

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nepc, LLC.CONSULTANT$67,000not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$57,580not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$8,895$0

Related Form 5500 pages