Plan5500

Astrazeneca Veba Trust Agreement For Retiree Health Benefits — 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 Veba Trust Agreement For Retiree Health Benefits is a benefit plan reported by Astrazeneca Pharmaceuticals Lp under EIN 61-6287564 and plan number 590. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $160,720,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Astrazeneca Pharmaceuticals Lp
EIN
61-6287564
Plan number
590
Plan type
4
Location
Wilmington, DE
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$160,720,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241014193046NAL0047286544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$160,720,328
Total liabilities (EOY)
$0
Net assets (EOY)
$160,720,328
Net assets (BOY)
$173,050,742

Income & contributions

Total contributions
$0
Total income / additions
$7,329,737

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$7,329,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Hewitt Investment ConsultingNONE$53,784not reported in the loaded dataset2023
Matrix Trust CompanyTRUSTEE$34,969$02023
Groom Law Group, CharteredNONE$10,399not reported in the loaded dataset2023

Related Form 5500 pages