2023 Form 5500 filing — Astrazeneca Savings And Security Plan For Puerto Rico Employees
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 20241004111352NAL0005649059001) for Astrazeneca Savings And Security Plan For Puerto Rico Employees, reported by Astrazeneca Pharmaceuticals Lp under EIN 23-2967016 and plan number 004. It reports 79 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$36.8MReported net assets$36,767,398
Participants79
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241004111352NAL0005649059001
- Plan sponsor
- Astrazeneca Pharmaceuticals Lp
- EIN
- 23-2967016
- Plan number
- 004
- Location
- Wilmington, DE
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$36.8M total assets
Net assets$36.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $36,767,398
- Net assets (EOY)
- $36,767,398
- Employer contributions
- $1,098,375
- Participant contributions
- $875,998
- Total income / additions
- $7,643,634
- Benefits paid
- $2,227,227
- Total expenses
- $2,226,439
- Net increase / (decrease)
- $5,417,195