Astrazeneca Savings And Security Plan For Puerto Rico Employees — Form 5500 plan (Astrazeneca Pharmaceuticals Lp)

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, Astrazeneca Savings And Security Plan For Puerto Rico Employees is a benefit plan reported by Astrazeneca Pharmaceuticals Lp under EIN 23-2967016 and plan number 004. The latest loaded filing year is 2023. The filing reports 79 participants and $36,767,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Astrazeneca Pharmaceuticals Lp
EIN
23-2967016
Plan number
004
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
Participants
79
End-of-year plan assets
$36,767,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202379I20241004111352NAL0005649059001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$36,767,398
Net assets (EOY)
$36,767,398
Net assets (BOY)
$31,350,203

Income & contributions

Employer contributions
$1,098,375
Participant contributions
$875,998
Total income / additions
$7,643,634

Expenses & distributions

Benefits paid
$2,227,227
Total expenses
$2,226,439
Net increase / (decrease)
$5,417,195

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages