Philip Morris International Retirement Plan — Form 5500 plan (Pmi Global Services Inc.)
Plain-English plan 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, Philip Morris International Retirement Plan is a benefit plan reported by Pmi Global Services Inc. under EIN 03-0494952 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,179 participants and $275,723,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pmi Global Services Inc.
- EIN
- 03-0494952
- Plan number
- 001
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 1,179
- End-of-year plan assets
- $275,723,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,179 | H, C | 20241011114813NAL0022693793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $275,723,932
- Total liabilities (EOY)
- $252,665
- Net assets (EOY)
- $275,471,267
- Net assets (BOY)
- $264,958,380
Income & contributions
- Total contributions
- $0
- Total income / additions
- $31,257,691
Expenses & distributions
- Benefits paid
- $19,379,055
- Administrative expenses
- $1,365,749
- Total expenses
- $20,744,804
- Net increase / (decrease)
- $10,512,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Bank | NONE | $254,309 | $0 | 2023 |
| State Street Global Advisors | NONE | $135,692 | $0 | 2023 |
| Pricewaterhouse Coopers LLC | AUDITOR | $71,416 | not reported in the loaded dataset | 2023 |
| Mercer | CONSULTING | $37,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pmi Global Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Stamford, CT
- Jp Morgan Chase Bank — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Pricewaterhouse Coopers LLC — Schedule C compensation
- Mercer — Schedule C compensation