Plan5500

Bristol-Myers Squibb Puerto Rico, Inc. Savings And Investment Program — Form 5500 plan (Bristol-Myers Squibb Puerto Rico, 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, Bristol-Myers Squibb Puerto Rico, Inc. Savings And Investment Program is a benefit plan reported by Bristol-Myers Squibb Puerto Rico, Inc. under EIN 66-0256665 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,186 participants and $226,708,922 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$226.7MPlan net assets, end of year$226,708,922
Participants2.2KCovered participants reported2,186
Assets / participant$103.7KComputed: assets ÷ participants$103,709 (computed)
Provider compensationNone reported
Plan sponsor
Bristol-Myers Squibb Puerto Rico, Inc.
EIN
66-0256665
Plan number
002
Plan type
2
Location
not reported in the loaded dataset
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,186H20240823172512NAL0003293235001
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)$226.7M total assets
Net assets$226.7MLiabilities—
Money in vs. money out
Total income / additions$44.8M
Total expenses$14.4M
Benefits paid / distributions$14.4M
Contributions
Employer$8.6M
Participant$10.6M
Full reported line items

Net assets

Total assets (EOY)
$226,708,922
Net assets (EOY)
$226,708,922
Net assets (BOY)
$196,348,832

Income & contributions

Employer contributions
$8,595,308
Participant contributions
$10,626,944
Total contributions
$19,235,421
Total income / additions
$44,805,759

Expenses & distributions

Benefits paid
$14,445,669
Total expenses
$14,445,669
Net increase / (decrease)
$30,360,090
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 45%Participant 55%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income32%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages