Plan5500

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

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, Purdue Pharma L.P. And Participating Associated Companies Retirement Savings 401(K) Plan is a benefit plan reported by Purdue Pharma L.P. under EIN 06-1307484 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,363 participants and $423,689,273 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$423.7MPlan net assets, end of year$423,689,273
Participants1.4KCovered participants reported1,363
Assets / participant$310.9KComputed: assets ÷ participants$310,851 (computed)
Provider compensation$133.5K3 Schedule C provider row(s)$133,475
Plan sponsor
Purdue Pharma L.P.
EIN
06-1307484
Plan number
003
Plan type
2
Location
Stamford, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,363H, C20241001093836NAL0003873923001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$423,689,273
Total liabilities (EOY)
$0
Net assets (EOY)
$423,689,273
Net assets (BOY)
$376,261,591

Income & contributions

Employer contributions
$5,744,905
Participant contributions
$6,723,364
Total contributions
$12,883,594
Total income / additions
$85,802,043

Expenses & distributions

Benefits paid
$38,240,972
Administrative expenses
$133,389
Total expenses
$38,374,361
Net increase / (decrease)
$47,427,682
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nepc, LLC.CONSULTANT$67,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$57,580not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,895$02023

Related Form 5500 pages