Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan — Form 5500 plan (Bristol-Myers Squibb Puerto Rico)

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, Bristol-Myers Squibb Puerto Rico Inc, Retirement Income Plan is a benefit plan reported by Bristol-Myers Squibb Puerto Rico under EIN 66-0256665 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,909 participants and $156,449,090 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bristol-Myers Squibb Puerto Rico
EIN
66-0256665
Plan number
001
Plan type
2
Location
San Juan, PR
Latest filing year
2023
Participants
1,909
End-of-year plan assets
$156,449,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,909H20241008162507NAL0009892435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$156,449,090
Total liabilities (EOY)
$1,741,445
Net assets (EOY)
$154,707,645
Net assets (BOY)
$161,663,973

Income & contributions

Total income / additions
$3,723,729

Expenses & distributions

Benefits paid
$10,680,057
Total expenses
$10,680,057
Net increase / (decrease)
-$6,956,328

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages