2023 Form 5500 filing — Walgreens Puerto Rico Retirement Savings Plan
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 20241008102437NAL0029547616001) for Walgreens Puerto Rico Retirement Savings Plan, reported by Walgreen Co. under EIN 36-1924025 and plan number 002. It reports 4,992 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102437NAL0029547616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walgreen Co.
- EIN
- 36-1924025
- Plan number
- 002
- Location
- Deerfield, IL
- Participants
- 4,992
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,307,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $150,307,762
- Employer contributions
- $4,567,284
- Participant contributions
- $8,578,415
- Total income / additions
- $29,167,538
- Benefits paid
- $8,739,101
- Administrative expenses
- $144,308
- Total expenses
- $9,004,121
- Net increase / (decrease)
- $20,163,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | NONE | $144,308 | $0 |