Plan5500

Walgreens Puerto Rico Retirement Savings Plan — Form 5500 plan (Walgreen Co.)

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, Walgreens Puerto Rico Retirement Savings Plan is a benefit plan reported by Walgreen Co. under EIN 36-1924025 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,992 participants and $150,307,762 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walgreen Co.
EIN
36-1924025
Plan number
002
Plan type
2
Location
Deerfield, IL
Latest filing year
2023
Participants
4,992
End-of-year plan assets
$150,307,762

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,992H, C20241008102437NAL0029547616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$150,307,762
Total liabilities (EOY)
$0
Net assets (EOY)
$150,307,762
Net assets (BOY)
$130,144,345

Income & contributions

Employer contributions
$4,567,284
Participant contributions
$8,578,415
Total contributions
$13,187,501
Total income / additions
$29,167,538

Expenses & distributions

Benefits paid
$8,739,101
Administrative expenses
$144,308
Total expenses
$9,004,121
Net increase / (decrease)
$20,163,417

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoNONE$144,308$02023

Related Form 5500 pages