Astrazeneca Retiree Health Care Plan — 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 Retiree Health Care Plan is a benefit plan reported by Astrazeneca Pharmaceuticals Lp under EIN 23-2967016 and plan number 508. The latest loaded filing year is 2023. The filing reports 3,137 participants and $116,908,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$100.3MPlan net assets, end of year$100,302,000
Participants3.1KCovered participants reported3,137
Assets / participant$37.3KComputed: assets ÷ participants$37,267 (computed)
Provider compensationNone reported
Plan sponsor
Astrazeneca Pharmaceuticals Lp
EIN
23-2967016
Plan number
508
Plan type
2
Location
Wilmington, DE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,137H20241014192624NAL0013780995001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$116.9M total assets
Net assets$100.3MLiabilities$16.6M
Money in vs. money out
Total income / additions$9.7M
Total expenses$19.5M
Benefits paid / distributions$19.4M
Contributions
EmployerNot reported
Participant$4.4M
Full reported line items

Net assets

Total assets (EOY)
$116,908,000
Total liabilities (EOY)
$16,606,000
Net assets (EOY)
$100,302,000
Net assets (BOY)
$110,104,000

Income & contributions

Participant contributions
$4,384,000
Total contributions
$4,384,000
Total income / additions
$9,693,000

Expenses & distributions

Benefits paid
$19,405,000
Administrative expenses
$90,000
Total expenses
$19,495,000
Net increase / (decrease)
-$9,802,000
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income200%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages