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ASTRAZENECA RETIREE HEALTH CARE PLAN 401k Plan overview

Plan NameASTRAZENECA RETIREE HEALTH CARE PLAN
Plan identification number 508

ASTRAZENECA RETIREE HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

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 RETIREE HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082022-01-01
5082021-01-01
5082020-01-01
5082020-01-01
5082019-01-01
5082018-01-01
5082017-01-01JANET LEVENT KEVIN DURNING2018-10-15
5082017-01-01JANET LEVENT KEVIN DURNING2019-03-18
5082016-01-01MELISSA RUHLAND ROBERT BUSCH2017-10-16
5082015-01-01MELISSA RUHLAND ROBERT BUSCH2016-10-14
5082014-01-01SANDY KELLER ROBERT BUSCH2015-10-15
5082013-01-01KRISTINE FREIND ROBERT BUSCH2014-10-15
5082012-01-01KRISTINE FREIND ROBERT BUSCH2013-10-12
5082011-01-01KRISTINE FREIND ROBERT BUSCH2012-10-11
5082010-01-01MICHAEL WARREN ROBERT BUSCH2011-10-14
5082009-01-01KATHLEEN BROOKE JAMES REID2010-10-14

Plan Statistics for ASTRAZENECA RETIREE HEALTH CARE PLAN

401k plan membership statisitcs for ASTRAZENECA RETIREE HEALTH CARE PLAN

Measure Date Value
2022: ASTRAZENECA RETIREE HEALTH CARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,118
Total number of active participants reported on line 7a of the Form 55002022-01-01815
Number of retired or separated participants receiving benefits2022-01-011,838
Number of other retired or separated participants entitled to future benefits2022-01-01484
Total of all active and inactive participants2022-01-013,137
2021: ASTRAZENECA RETIREE HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,642
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-012,633
Number of other retired or separated participants entitled to future benefits2021-01-01460
Total of all active and inactive participants2021-01-013,093
2020: ASTRAZENECA RETIREE HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,103
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-012,204
Number of other retired or separated participants entitled to future benefits2020-01-011,438
Total of all active and inactive participants2020-01-013,642
2019: ASTRAZENECA RETIREE HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,993
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-012,621
Number of other retired or separated participants entitled to future benefits2019-01-011,482
Total of all active and inactive participants2019-01-014,103
2018: ASTRAZENECA RETIREE HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,877
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-012,651
Number of other retired or separated participants entitled to future benefits2018-01-011,342
Total of all active and inactive participants2018-01-013,993
2017: ASTRAZENECA RETIREE HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,654
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-012,627
Number of other retired or separated participants entitled to future benefits2017-01-011,250
Total of all active and inactive participants2017-01-013,877
2016: ASTRAZENECA RETIREE HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,410
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-012,567
Number of other retired or separated participants entitled to future benefits2016-01-011,087
Total of all active and inactive participants2016-01-013,654
2015: ASTRAZENECA RETIREE HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,209
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-012,408
Number of other retired or separated participants entitled to future benefits2015-01-011,002
Total of all active and inactive participants2015-01-013,410
2014: ASTRAZENECA RETIREE HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,085
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-012,324
Number of other retired or separated participants entitled to future benefits2014-01-01885
Total of all active and inactive participants2014-01-013,209
2013: ASTRAZENECA RETIREE HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,114
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-012,343
Number of other retired or separated participants entitled to future benefits2013-01-01742
Total of all active and inactive participants2013-01-013,085
2012: ASTRAZENECA RETIREE HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,848
Number of retired or separated participants receiving benefits2012-01-012,362
Number of other retired or separated participants entitled to future benefits2012-01-01752
Total of all active and inactive participants2012-01-013,114
2011: ASTRAZENECA RETIREE HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,768
Number of retired or separated participants receiving benefits2011-01-012,170
Number of other retired or separated participants entitled to future benefits2011-01-01678
Total of all active and inactive participants2011-01-012,848
2010: ASTRAZENECA RETIREE HEALTH CARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,653
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-012,109
Number of other retired or separated participants entitled to future benefits2010-01-01659
Total of all active and inactive participants2010-01-012,768
2009: ASTRAZENECA RETIREE HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,981
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-012,060
Number of other retired or separated participants entitled to future benefits2009-01-01593
Total of all active and inactive participants2009-01-012,653

Financial Data on ASTRAZENECA RETIREE HEALTH CARE PLAN

Measure Date Value
2022 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,806,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$25,084,000
Total income from all sources (including contributions)2022-12-31$-11,976,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$23,614,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,499,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,605,000
Value of total assets at end of year2022-12-31$130,910,000
Value of total assets at beginning of year2022-12-31$170,778,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,000
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,605,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$85,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$85,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$19,221,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$23,172,000
Administrative expenses (other) incurred2022-12-31$115,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,590,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$110,104,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$145,694,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$130,825,000
Value of interest in master investment trust accounts at beginning of year2022-12-31$170,693,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,499,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,585,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,912,000
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2022-12-31134008324
2021 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,084,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,960,000
Total income from all sources (including contributions)2021-12-31$3,133,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$27,354,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,600,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,852,000
Value of total assets at end of year2021-12-31$170,778,000
Value of total assets at beginning of year2021-12-31$186,875,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,754,000
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,243,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,609,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$85,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$466,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$23,172,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$14,717,000
Other income not declared elsewhere2021-12-31$188,000
Administrative expenses (other) incurred2021-12-31$2,754,000
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-24,221,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$145,694,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$169,915,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$170,693,000
Value of interest in master investment trust accounts at beginning of year2021-12-31$186,409,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,600,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,912,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,243,000
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2021-12-31134008324
2020 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,931,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,012,000
Total income from all sources (including contributions)2020-12-31$22,911,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,584,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,974,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,265,000
Value of total assets at end of year2020-12-31$186,467,000
Value of total assets at beginning of year2020-12-31$206,221,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,610,000
Total interest from all sources2020-12-31$-15,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,285,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,196,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$391,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,112,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$14,688,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$18,174,000
Other income not declared elsewhere2020-12-31$192,000
Administrative expenses (other) incurred2020-12-31$16,610,000
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-17,673,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$169,536,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$187,209,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned on other investments2020-12-31$-15,000
Value of interest in master investment trust accounts at end of year2020-12-31$186,076,000
Value of interest in master investment trust accounts at beginning of year2020-12-31$203,109,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$784,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$23,974,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,243,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$838,000
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2020-12-31134008324
2019 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,012,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19,012,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,318,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,318,000
Total income from all sources (including contributions)2019-12-31$27,033,000
Total income from all sources (including contributions)2019-12-31$27,033,000
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$33,846,000
Total of all expenses incurred2019-12-31$33,846,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,555,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,555,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,397,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,397,000
Value of total assets at end of year2019-12-31$206,221,000
Value of total assets at end of year2019-12-31$206,221,000
Value of total assets at beginning of year2019-12-31$212,340,000
Value of total assets at beginning of year2019-12-31$212,340,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,291,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,291,000
Total interest from all sources2019-12-31$-30,000
Total interest from all sources2019-12-31$-30,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,476,000
Contributions received from participants2019-12-31$7,476,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,112,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,112,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$18,174,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$18,174,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,641,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,641,000
Other income not declared elsewhere2019-12-31$197,000
Other income not declared elsewhere2019-12-31$197,000
Administrative expenses (other) incurred2019-12-31$8,291,000
Administrative expenses (other) incurred2019-12-31$8,291,000
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$2,197,000
Liabilities. Value of operating payables at beginning of year2019-12-31$2,197,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-6,813,000
Value of net income/loss2019-12-31$-6,813,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$187,209,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$187,209,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$194,022,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$194,022,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned on other investments2019-12-31$-30,000
Interest earned on other investments2019-12-31$-30,000
Value of interest in master investment trust accounts at end of year2019-12-31$203,109,000
Value of interest in master investment trust accounts at end of year2019-12-31$203,109,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$212,340,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$212,340,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$921,000
Contributions received in cash from employer2019-12-31$921,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,555,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$25,555,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$838,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$838,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,480,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,480,000
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
Accountancy firm EIN2019-12-31134008324
2018 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,318,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,565,000
Total income from all sources (including contributions)2018-12-31$2,183,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$30,698,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,341,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,932,000
Value of total assets at end of year2018-12-31$212,340,000
Value of total assets at beginning of year2018-12-31$239,102,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,357,000
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,370,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$993,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,641,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$15,394,000
Administrative expenses (other) incurred2018-12-31$7,357,000
Liabilities. Value of operating payables at end of year2018-12-31$2,197,000
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-28,515,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$194,022,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$222,537,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$212,340,000
Value of interest in master investment trust accounts at beginning of year2018-12-31$238,109,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,562,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,341,000
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,480,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,171,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,565,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,915,000
Total income from all sources (including contributions)2017-12-31$30,742,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,914,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,914,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,298,000
Value of total assets at end of year2017-12-31$238,109,000
Value of total assets at beginning of year2017-12-31$237,631,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,692,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,573,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$4,825,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$993,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$15,394,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,835,000
Administrative expenses (other) incurred2017-12-31$5,405,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,828,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$221,544,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$218,716,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$238,109,000
Value of interest in master investment trust accounts at beginning of year2017-12-31$237,631,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,606,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,089,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,171,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,080,000
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,915,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,950,000
Total income from all sources (including contributions)2016-12-31$21,228,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$23,313,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,313,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,518,000
Value of total assets at end of year2016-12-31$237,631,000
Value of total assets at beginning of year2016-12-31$238,751,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,705,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,835,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,665,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,085,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$218,716,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$220,801,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$237,631,000
Value of interest in master investment trust accounts at beginning of year2016-12-31$238,751,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,813,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,313,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,080,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,285,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,950,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,488,000
Total income from all sources (including contributions)2015-12-31$6,532,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,247,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,247,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,734,000
Value of total assets at end of year2015-12-31$238,751,000
Value of total assets at beginning of year2015-12-31$255,004,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,070,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,665,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,885,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,715,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$220,801,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$236,516,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$238,751,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$255,004,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,664,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,247,000
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,285,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,603,000
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,488,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,696,000
Total income from all sources (including contributions)2014-12-31$16,812,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$22,417,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,417,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,215,000
Value of total assets at end of year2014-12-31$255,004,000
Value of total assets at beginning of year2014-12-31$257,817,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,364,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$16,885,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,495,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,605,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$236,516,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$242,121,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$255,004,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$257,817,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,851,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,417,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,603,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,201,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,696,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,967,000
Total income from all sources (including contributions)2013-12-31$29,305,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,497,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,497,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,553,000
Value of total assets at end of year2013-12-31$257,817,000
Value of total assets at beginning of year2013-12-31$252,280,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,461,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,114,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,495,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,296,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,808,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$242,121,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$233,313,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$257,817,000
Value of interest in master investment trust accounts at beginning of year2013-12-31$251,166,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,092,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,497,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,201,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,671,000
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,967,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,579,000
Total income from all sources (including contributions)2012-12-31$22,657,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$20,126,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,126,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,438,000
Value of total assets at end of year2012-12-31$252,280,000
Value of total assets at beginning of year2012-12-31$241,361,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,222,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,114,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,114,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,296,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$8,596,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,531,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$233,313,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$230,782,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$251,166,000
Value of interest in master investment trust accounts at beginning of year2012-12-31$240,247,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$216,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,126,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,671,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,983,000
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,579,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,818,000
Total income from all sources (including contributions)2011-12-31$21,180,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$20,044,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,044,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,318,000
Value of total assets at end of year2011-12-31$241,361,000
Value of total assets at beginning of year2011-12-31$232,464,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,904,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,114,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,114,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$8,596,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,475,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,136,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$230,782,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$229,646,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$240,247,000
Value of interest in master investment trust accounts at beginning of year2011-12-31$232,464,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,044,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,983,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,343,000
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : ASTRAZENECA RETIREE HEALTH CARE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,818,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,666,000
Total income from all sources (including contributions)2010-12-31$41,972,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$19,975,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$19,975,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,744,000
Value of total assets at end of year2010-12-31$232,464,000
Value of total assets at beginning of year2010-12-31$210,315,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,556,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,475,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,554,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$21,997,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$229,646,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$207,649,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$232,464,000
Value of interest in master investment trust accounts at beginning of year2010-12-31$210,315,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,188,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,975,000
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,343,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,112,000
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for ASTRAZENECA RETIREE HEALTH CARE PLAN

2022: ASTRAZENECA RETIREE HEALTH CARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASTRAZENECA RETIREE HEALTH CARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASTRAZENECA RETIREE HEALTH CARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASTRAZENECA RETIREE HEALTH CARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASTRAZENECA RETIREE HEALTH CARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASTRAZENECA RETIREE HEALTH CARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASTRAZENECA RETIREE HEALTH CARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASTRAZENECA RETIREE HEALTH CARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASTRAZENECA RETIREE HEALTH CARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASTRAZENECA RETIREE HEALTH CARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASTRAZENECA RETIREE HEALTH CARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASTRAZENECA RETIREE HEALTH CARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASTRAZENECA RETIREE HEALTH CARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASTRAZENECA RETIREE HEALTH CARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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