401k Plan data: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES plan

ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 401k Plan overview

Plan Name	ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES
Plan identification number	004

ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

ASTRAZENECA PHARMACEUTICALS LP has sponsored the creation of one or more 401k plans.

Company Name: ASTRAZENECA PHARMACEUTICALS LP

Employer identification number (EIN): 232967016

NAIC Classification: 325410

Additional information about ASTRAZENECA PHARMACEUTICALS LP

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2000-03-24

Company Identification Number: 0013298311

Legal Registered Office Address: 1800 CONCORD PIKE

WILMINGTON
United States of America (USA)
19897

More information about ASTRAZENECA PHARMACEUTICALS LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 LESLEY WHITE KEVIN DURNING 2018-10-10

Plan Statistics for ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES

401k plan membership statisitcs for ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES

Measure Date Value
2022: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 57
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 79
Number of participants with account balances 2022-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 55
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 78
Number of participants with account balances 2021-01-01 78
2020: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 58
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 80
Number of participants with account balances 2020-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 55
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 77
Number of participants with account balances 2019-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 56
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 79
Number of participants with account balances 2018-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 61
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 82
Number of participants with account balances 2017-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	57
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	79
Number of participants with account balances	2022-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	55
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	78
Number of participants with account balances	2021-01-01	78
2020: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	58
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	80
Number of participants with account balances	2020-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	55
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	77
Number of participants with account balances	2019-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	56
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	79
Number of participants with account balances	2018-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	61
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	82
Number of participants with account balances	2017-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES

Measure	Date	Value
2022 : ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2022 401k financial data
Total income from all sources	2022-12-31	$-2,694,627
Expenses. Total of all expenses incurred	2022-12-31	$1,036,574
Benefits paid (including direct rollovers)	2022-12-31	$1,036,613
Total plan assets at end of year	2022-12-31	$31,350,203
Total plan assets at beginning of year	2022-12-31	$35,081,404
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Total contributions received or receivable from participants	2022-12-31	$889,407
Expenses. Other expenses not covered elsewhere	2022-12-31	$-39
Contributions received from other sources (not participants or employers)	2022-12-31	$14,930
Other income received	2022-12-31	$-4,658,523
Net income (gross income less expenses)	2022-12-31	$-3,731,201
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$31,350,203
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$35,081,404
Assets. Value of participant loans	2022-12-31	$458,076
Assets. Value of employer securities	2022-12-31	$2,153,358
Total contributions received or receivable from employer(s)	2022-12-31	$1,059,559
2021 : ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2021 401k financial data
Total income from all sources	2021-12-31	$6,674,562
Expenses. Total of all expenses incurred	2021-12-31	$464,732
Benefits paid (including direct rollovers)	2021-12-31	$450,597
Total plan assets at end of year	2021-12-31	$35,081,404
Total plan assets at beginning of year	2021-12-31	$28,871,574
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Total contributions received or receivable from participants	2021-12-31	$832,786
Expenses. Other expenses not covered elsewhere	2021-12-31	$325
Other income received	2021-12-31	$4,872,522
Net income (gross income less expenses)	2021-12-31	$6,209,830
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$35,081,404
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$28,871,574
Assets. Value of participant loans	2021-12-31	$539,326
Assets. Value of employer securities	2021-12-31	$2,047,805
Total contributions received or receivable from employer(s)	2021-12-31	$969,254
Value of corrective distributions	2021-12-31	$13,810
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2020 401k financial data
Transfers to/from the plan	2020-12-31	$21,855
Total income from all sources	2020-12-31	$5,251,793
Expenses. Total of all expenses incurred	2020-12-31	$290,526
Benefits paid (including direct rollovers)	2020-12-31	$290,526
Total plan assets at end of year	2020-12-31	$28,871,574
Total plan assets at beginning of year	2020-12-31	$23,888,452
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Total contributions received or receivable from participants	2020-12-31	$764,170
Other income received	2020-12-31	$3,560,102
Net income (gross income less expenses)	2020-12-31	$4,961,267
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$28,871,574
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$23,888,452
Assets. Value of participant loans	2020-12-31	$287,224
Assets. Value of employer securities	2020-12-31	$1,722,092
Total contributions received or receivable from employer(s)	2020-12-31	$927,521
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2019 401k financial data
Transfers to/from the plan	2019-12-31	$15,092
Total income from all sources	2019-12-31	$6,075,837
Expenses. Total of all expenses incurred	2019-12-31	$1,576,755
Benefits paid (including direct rollovers)	2019-12-31	$1,576,730
Total plan assets at end of year	2019-12-31	$23,888,452
Total plan assets at beginning of year	2019-12-31	$19,374,278
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Total contributions received or receivable from participants	2019-12-31	$700,307
Expenses. Other expenses not covered elsewhere	2019-12-31	$25
Other income received	2019-12-31	$4,583,964
Net income (gross income less expenses)	2019-12-31	$4,499,082
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$23,888,452
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$19,374,278
Assets. Value of participant loans	2019-12-31	$359,545
Assets. Value of employer securities	2019-12-31	$1,676,754
Total contributions received or receivable from employer(s)	2019-12-31	$791,566
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2018 401k financial data
Total income from all sources	2018-12-31	$736,064
Expenses. Total of all expenses incurred	2018-12-31	$374,874
Benefits paid (including direct rollovers)	2018-12-31	$374,874
Total plan assets at end of year	2018-12-31	$19,374,278
Total plan assets at beginning of year	2018-12-31	$19,013,088
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$706,079
Other income received	2018-12-31	$-822,046
Net income (gross income less expenses)	2018-12-31	$361,190
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$19,374,278
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$19,013,088
Assets. Value of participant loans	2018-12-31	$370,857
Assets. Value of employer securities	2018-12-31	$1,364,775
Total contributions received or receivable from employer(s)	2018-12-31	$852,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2017 401k financial data
Total income from all sources	2017-12-31	$4,343,210
Expenses. Total of all expenses incurred	2017-12-31	$547,931
Benefits paid (including direct rollovers)	2017-12-31	$547,931
Total plan assets at end of year	2017-12-31	$19,013,088
Total plan assets at beginning of year	2017-12-31	$15,217,809
Value of fidelity bond covering the plan	2017-12-31	$5,000,000
Total contributions received or receivable from participants	2017-12-31	$632,053
Other income received	2017-12-31	$2,969,720
Net income (gross income less expenses)	2017-12-31	$3,795,279
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$19,013,088
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$15,217,809
Assets. Value of participant loans	2017-12-31	$349,222
Assets. Value of employer securities	2017-12-31	$1,218,578
Total contributions received or receivable from employer(s)	2017-12-31	$741,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES

2022: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES [EIN = 232967017]

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Company Name:	ASTRAZENECA PHARMACEUTICALS LP
Employer identification number (EIN):	232967016
NAIC Classification:	325410

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2000-03-24
Company Identification Number:	0013298311
Legal Registered Office Address:	1800 CONCORD PIKE WILMINGTON United States of America (USA) 19897