Philip Morris International Deferred Profit-Sharing Plan — Form 5500 plan (Pmi Global Services Inc)
Plain-English plan 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, Philip Morris International Deferred Profit-Sharing Plan is a benefit plan reported by Pmi Global Services Inc under EIN 03-0494952 and plan number 002. The latest loaded filing year is 2023. The filing reports 532 participants and $280,928,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pmi Global Services Inc
- EIN
- 03-0494952
- Plan number
- 002
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 532
- End-of-year plan assets
- $280,928,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 532 | H, C | 20251007083231NAL0007539584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $280,928,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $280,928,722
- Net assets (BOY)
- $274,334,180
Income & contributions
- Employer contributions
- $7,258,973
- Participant contributions
- $3,548,789
- Total contributions
- $12,149,787
- Total income / additions
- $42,003,199
Expenses & distributions
- Benefits paid
- $35,341,893
- Administrative expenses
- $66,764
- Total expenses
- $35,408,657
- Net increase / (decrease)
- $6,594,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $58,530 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,228 | not reported in the loaded dataset | 2023 |