Baxter Healthcare Of Puerto Rico Retirement Savings Plan — Form 5500 plan (Baxter Healthcare Of Puerto Rico LLC)
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, Baxter Healthcare Of Puerto Rico Retirement Savings Plan is a benefit plan reported by Baxter Healthcare Of Puerto Rico LLC under EIN 66-1048257 and plan number 024. The latest loaded filing year is 2023. The filing reports 2,825 participants and $85,034,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baxter Healthcare Of Puerto Rico LLC
- EIN
- 66-1048257
- Plan number
- 024
- Plan type
- 2
- Location
- Deerfield, IL
- Latest filing year
- 2023
- Participants
- 2,825
- End-of-year plan assets
- $85,034,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,825 | H, C | 20241013170008NAL0014176259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,034,771
- Total liabilities (EOY)
- $84,329
- Net assets (EOY)
- $84,950,442
- Net assets (BOY)
- $70,253,267
Income & contributions
- Employer contributions
- $4,292,789
- Participant contributions
- $6,577,443
- Total contributions
- $10,870,232
- Total income / additions
- $21,224,271
Expenses & distributions
- Benefits paid
- $6,082,023
- Administrative expenses
- $445,073
- Total expenses
- $6,527,096
- Net increase / (decrease)
- $14,697,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Banco Popular | NONE | $238,309 | not reported in the loaded dataset | 2023 |
| Voya | NONE | $96,558 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $34,740 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $0 | $25,667 | 2023 |
| Winston & Strawn | NONE | $8,912 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Stable Value | NONE | $6,968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baxter Healthcare Of Puerto Rico LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Deerfield, IL
- Banco Popular — Schedule C compensation
- Voya — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Vanguard — Schedule C compensation
- Winston & Strawn — Schedule C compensation
- Goldman Sachs Stable Value — Schedule C compensation