Abbvie Puerto Rico Pension Plan — Form 5500 plan (Abbvie Ltd. C/O Abbvie 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, Abbvie Puerto Rico Pension Plan is a benefit plan reported by Abbvie Ltd. C/O Abbvie Inc. under EIN 98-0429860 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,055 participants and $448,763,583 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abbvie Ltd. C/O Abbvie Inc.
EIN
98-0429860
Plan number
003
Plan type
2
Location
North Chicago, IL
Latest filing year
2023
Participants
3,055
End-of-year plan assets
$448,763,583

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,055H, C20241015233155NAL0031126721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$448,763,583
Total liabilities (EOY)
$61,400
Net assets (EOY)
$448,702,183
Net assets (BOY)
$385,624,283

Income & contributions

Employer contributions
$7,000,000
Total contributions
$7,000,000
Total income / additions
$79,370,541

Expenses & distributions

Benefits paid
$16,063,158
Administrative expenses
$229,483
Total expenses
$16,292,641
Net increase / (decrease)
$63,077,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oriental Bank And TrustNONE$219,823not reported in the loaded dataset2023

Related Form 5500 pages