2023 Form 5500 filing — Abbvie Puerto Rico Savings 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 20241015081609NAL0027811105001) for Abbvie Puerto Rico Savings Plan, reported by Abbvie Ltd. C/O Abbvie Inc. under EIN 98-0429860 and plan number 002. It reports 1,917 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)$498.9MReported net assets$498,896,547
Participants1.9K1,917
Provider compensation$344.3K1 Schedule C row(s)$344,259
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015081609NAL0027811105001
Plan sponsor
Abbvie Ltd. C/O Abbvie Inc.
EIN
98-0429860
Plan number
002
Location
North Chicago, IL
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)$498.9M total assets
Net assets$498.9MLiabilities$0
Money in vs. money out
Total income / additions$51.8M
Total expenses$27.6M
Benefits paid / distributions$27.3M
Contributions
Employer$5.7M
Participant$11.2M
Full reported line items
Total assets (EOY)
$498,896,547
Total liabilities (EOY)
$0
Net assets (EOY)
$498,896,547
Employer contributions
$5,659,901
Participant contributions
$11,218,657
Total income / additions
$51,771,072
Benefits paid
$27,258,602
Administrative expenses
$344,259
Total expenses
$27,618,278
Net increase / (decrease)
$24,152,794

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyNONE$344,259$0

Related Form 5500 pages