2023 Form 5500 filing — Bristol-Myers Squibb Puerto Rico, Inc. Savings And Investment Program
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240823172512NAL0003293235001) for Bristol-Myers Squibb Puerto Rico, Inc. Savings And Investment Program, reported by Bristol-Myers Squibb Puerto Rico, Inc. under EIN 66-0256665 and plan number 002. It reports 2,186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$226.7MReported net assets$226,708,922
Participants2.2K2,186
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240823172512NAL0003293235001
- Plan sponsor
- Bristol-Myers Squibb Puerto Rico, Inc.
- EIN
- 66-0256665
- Plan number
- 002
- Location
- not reported in the loaded dataset
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$226.7M total assets
Net assets$226.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $226,708,922
- Net assets (EOY)
- $226,708,922
- Employer contributions
- $8,595,308
- Participant contributions
- $10,626,944
- Total income / additions
- $44,805,759
- Benefits paid
- $14,445,669
- Total expenses
- $14,445,669
- Net increase / (decrease)
- $30,360,090