Astrazeneca Savings And Security Plan For Puerto Rico Employees — Form 5500 plan (Astrazeneca Pharmaceuticals Lp)
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, Astrazeneca Savings And Security Plan For Puerto Rico Employees is a benefit plan reported by Astrazeneca Pharmaceuticals Lp under EIN 23-2967016 and plan number 004. The latest loaded filing year is 2023. The filing reports 79 participants and $36,767,398 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$36.8MPlan net assets, end of year$36,767,398
Participants79Covered participants reported
Assets / participant$465.4KComputed: assets ÷ participants$465,410 (computed)
Provider compensationNone reported
- Plan sponsor
- Astrazeneca Pharmaceuticals Lp
- EIN
- 23-2967016
- Plan number
- 004
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 79 | I | 20241004111352NAL0005649059001 |
Schedule I · 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)$36.8M total assets
Net assets$36.8MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $36,767,398
- Net assets (EOY)
- $36,767,398
- Net assets (BOY)
- $31,350,203
Income & contributions
- Employer contributions
- $1,098,375
- Participant contributions
- $875,998
- Total income / additions
- $7,643,634
Expenses & distributions
- Benefits paid
- $2,227,227
- Total expenses
- $2,226,439
- Net increase / (decrease)
- $5,417,195
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.