2023 Form 5500 filing — Astrazeneca Retiree Health Care 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 20241014192624NAL0013780995001) for Astrazeneca Retiree Health Care Plan, reported by Astrazeneca Pharmaceuticals Lp under EIN 23-2967016 and plan number 508. It reports 3,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$100.3MReported net assets$100,302,000
Participants3.1K3,137
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241014192624NAL0013780995001
- Plan sponsor
- Astrazeneca Pharmaceuticals Lp
- EIN
- 23-2967016
- Plan number
- 508
- Location
- Wilmington, DE
- 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)$116.9M total assets
Net assets$100.3MLiabilities$16.6M
Full reported line items
- Total assets (EOY)
- $116,908,000
- Total liabilities (EOY)
- $16,606,000
- Net assets (EOY)
- $100,302,000
- Participant contributions
- $4,384,000
- Total income / additions
- $9,693,000
- Benefits paid
- $19,405,000
- Administrative expenses
- $90,000
- Total expenses
- $19,495,000
- Net increase / (decrease)
- -$9,802,000