2023 Form 5500 filing — Astrazeneca Trust For Defined Benefit Pension Plans
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 20241015113342NAL0029416177001) for Astrazeneca Trust For Defined Benefit Pension Plans, reported by Astrazeneca Pharmaceuticals Lp under EIN 13-6052299 and plan number 001. 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
- 20241015113342NAL0029416177001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Astrazeneca Pharmaceuticals Lp
- EIN
- 13-6052299
- Plan number
- 001
- 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)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $27,464,221
- Benefits paid
- $0
- Administrative expenses
- $6,027,395
- Total expenses
- $6,027,395
- Net increase / (decrease)
- $21,436,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Management Co | NONE | $977,852 | $0 |
| Blackrock Financial Management, Inc | NONE | $853,087 | not reported in the loaded dataset |
| Aon Hewitt Investment Consulting | NONE | $443,251 | not reported in the loaded dataset |
| Telus Health | NONE | $366,337 | not reported in the loaded dataset |
| State Street Bank And Trust Company | TRUSTEE | $223,827 | $0 |
| Groom Law Group, Chartered | NONE | $137,943 | not reported in the loaded dataset |
| Kirkland & Ellis Llp | NONE | $53,166 | not reported in the loaded dataset |
| Linklaters Llp | NONE | $9,907 | not reported in the loaded dataset |
| Ernst & Young Us Llp | NONE | $9,626 | not reported in the loaded dataset |