2023 Form 5500 filing — Astrazeneca Veba Trust Agreement For Retiree Health Benefits
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 20241014193046NAL0047286544001) for Astrazeneca Veba Trust Agreement For Retiree Health Benefits, reported by Astrazeneca Pharmaceuticals Lp under EIN 61-6287564 and plan number 590. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014193046NAL0047286544001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Astrazeneca Pharmaceuticals Lp
- EIN
- 61-6287564
- Plan number
- 590
- Location
- Wilmington, DE
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,720,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $160,720,328
- Total income / additions
- $7,329,737
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $7,329,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Hewitt Investment Consulting | NONE | $53,784 | not reported in the loaded dataset |
| Matrix Trust Company | TRUSTEE | $34,969 | $0 |
| Groom Law Group, Chartered | NONE | $10,399 | not reported in the loaded dataset |