2023 Form 5500 filing — Philip Morris International Retirement 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 20241011114813NAL0022693793001) for Philip Morris International Retirement Plan, reported by Pmi Global Services Inc. under EIN 03-0494952 and plan number 001. It reports 1,179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114813NAL0022693793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pmi Global Services Inc.
- EIN
- 03-0494952
- Plan number
- 001
- Location
- Stamford, CT
- Participants
- 1,179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $275,723,932
- Total liabilities (EOY)
- $252,665
- Net assets (EOY)
- $275,471,267
- Total income / additions
- $31,257,691
- Benefits paid
- $19,379,055
- Administrative expenses
- $1,365,749
- Total expenses
- $20,744,804
- Net increase / (decrease)
- $10,512,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Bank | NONE | $254,309 | $0 |
| State Street Global Advisors | NONE | $135,692 | $0 |
| Pricewaterhouse Coopers LLC | AUDITOR | $71,416 | not reported in the loaded dataset |
| Mercer | CONSULTING | $37,500 | not reported in the loaded dataset |