Bristol-Myers Squibb Puerto Rico, Inc. Savings And Investment Program — Form 5500 plan (Bristol-Myers Squibb Puerto Rico, 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, Bristol-Myers Squibb Puerto Rico, Inc. Savings And Investment Program is a benefit plan reported by Bristol-Myers Squibb Puerto Rico, Inc. under EIN 66-0256665 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,186 participants and $226,708,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bristol-Myers Squibb Puerto Rico, Inc.
- EIN
- 66-0256665
- Plan number
- 002
- Plan type
- 2
- Location
- not reported in the loaded dataset
- Latest filing year
- 2023
- Participants
- 2,186
- End-of-year plan assets
- $226,708,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,186 | H | 20240823172512NAL0003293235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $226,708,922
- Net assets (EOY)
- $226,708,922
- Net assets (BOY)
- $196,348,832
Income & contributions
- Employer contributions
- $8,595,308
- Participant contributions
- $10,626,944
- Total contributions
- $19,235,421
- Total income / additions
- $44,805,759
Expenses & distributions
- Benefits paid
- $14,445,669
- Total expenses
- $14,445,669
- Net increase / (decrease)
- $30,360,090
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.