401k Plan data: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. plan

BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 401k Plan overview

Plan Name	BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.
Plan identification number	002

BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 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.
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

BRISTOL-MYERS SQUIBB PUERTO RICO has sponsored the creation of one or more 401k plans.

Company Name: BRISTOL-MYERS SQUIBB PUERTO RICO

Employer identification number (EIN): 660256665

NAIC Classification: 325410

Additional information about BRISTOL-MYERS SQUIBB PUERTO RICO

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 0603820

More information about BRISTOL-MYERS SQUIBB PUERTO RICO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LISA S. GOLDEY
002 2016-01-01 LISA S. GOLDEY
002 2015-01-01 LISA S. GOLDEY LISA S. GOLDEY 2016-08-11
002 2014-01-01 LISA S. GOLDEY LISA S. GOLDEY 2015-09-08
002 2013-01-01 LISA S. GOLDEY LISA S. GOLDEY 2014-09-30
002 2012-01-01 SUSAN KUNREUTHER SUSAN KUNREUTHER 2013-09-13
002 2011-01-01 SUSAN KUNREUTHER SUSAN KUNREUTHER 2012-10-10
002 2009-01-01 RICHARD LODATO RICHARD LODATO 2010-10-15
002 2009-01-01 RICHARD C. LODATO RICHARD C. LODATO 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	LISA S. GOLDEY
002	2016-01-01	LISA S. GOLDEY
002	2015-01-01	LISA S. GOLDEY	LISA S. GOLDEY	2016-08-11
002	2014-01-01	LISA S. GOLDEY	LISA S. GOLDEY	2015-09-08
002	2013-01-01	LISA S. GOLDEY	LISA S. GOLDEY	2014-09-30
002	2012-01-01	SUSAN KUNREUTHER	SUSAN KUNREUTHER	2013-09-13
002	2011-01-01	SUSAN KUNREUTHER	SUSAN KUNREUTHER	2012-10-10
002	2009-01-01	RICHARD LODATO	RICHARD LODATO	2010-10-15
002	2009-01-01	RICHARD C. LODATO	RICHARD C. LODATO	2010-10-14

Plan Statistics for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

401k plan membership statisitcs for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

Measure Date Value
2023: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,186
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,326
Number of retired or separated participants receiving benefits 2023-01-01 19
Number of other retired or separated participants entitled to future benefits 2023-01-01 484
Total of all active and inactive participants 2023-01-01 1,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 11
Total participants 2023-01-01 1,840
Number of participants with account balances 2023-01-01 1,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 29
2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,147
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,649
Number of retired or separated participants receiving benefits 2022-01-01 28
Number of other retired or separated participants entitled to future benefits 2022-01-01 498
Total of all active and inactive participants 2022-01-01 2,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 11
Total participants 2022-01-01 2,186
Number of participants with account balances 2022-01-01 1,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 54
2021: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,067
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,619
Number of retired or separated participants receiving benefits 2021-01-01 26
Number of other retired or separated participants entitled to future benefits 2021-01-01 492
Total of all active and inactive participants 2021-01-01 2,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 10
Total participants 2021-01-01 2,147
Number of participants with account balances 2021-01-01 1,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 32
2020: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,922
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,541
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 504
Total of all active and inactive participants 2020-01-01 2,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 14
Total participants 2020-01-01 2,067
Number of participants with account balances 2020-01-01 1,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,910
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,386
Number of retired or separated participants receiving benefits 2019-01-01 24
Number of other retired or separated participants entitled to future benefits 2019-01-01 500
Total of all active and inactive participants 2019-01-01 1,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 12
Total participants 2019-01-01 1,922
Number of participants with account balances 2019-01-01 1,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 17
2018: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,885
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,363
Number of retired or separated participants receiving benefits 2018-01-01 21
Number of other retired or separated participants entitled to future benefits 2018-01-01 513
Total of all active and inactive participants 2018-01-01 1,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 13
Total participants 2018-01-01 1,910
Number of participants with account balances 2018-01-01 1,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 27
2017: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,504
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,356
Number of retired or separated participants receiving benefits 2017-01-01 15
Number of other retired or separated participants entitled to future benefits 2017-01-01 502
Total of all active and inactive participants 2017-01-01 1,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 12
Total participants 2017-01-01 1,885
Number of participants with account balances 2017-01-01 1,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 23
2016: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,391
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 962
Number of retired or separated participants receiving benefits 2016-01-01 15
Number of other retired or separated participants entitled to future benefits 2016-01-01 514
Total of all active and inactive participants 2016-01-01 1,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 13
Total participants 2016-01-01 1,504
Number of participants with account balances 2016-01-01 1,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 24
2015: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,376
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 824
Number of retired or separated participants receiving benefits 2015-01-01 14
Number of other retired or separated participants entitled to future benefits 2015-01-01 539
Total of all active and inactive participants 2015-01-01 1,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 14
Total participants 2015-01-01 1,391
Number of participants with account balances 2015-01-01 1,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 17
2014: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,432
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 772
Number of retired or separated participants receiving benefits 2014-01-01 15
Number of other retired or separated participants entitled to future benefits 2014-01-01 575
Total of all active and inactive participants 2014-01-01 1,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 14
Total participants 2014-01-01 1,376
Number of participants with account balances 2014-01-01 1,360
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,457
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 793
Number of retired or separated participants receiving benefits 2013-01-01 12
Number of other retired or separated participants entitled to future benefits 2013-01-01 605
Total of all active and inactive participants 2013-01-01 1,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 22
Total participants 2013-01-01 1,432
Number of participants with account balances 2013-01-01 1,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 48
2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,523
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 746
Number of retired or separated participants receiving benefits 2012-01-01 23
Number of other retired or separated participants entitled to future benefits 2012-01-01 669
Total of all active and inactive participants 2012-01-01 1,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 19
Total participants 2012-01-01 1,457
Number of participants with account balances 2012-01-01 1,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,667
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 759
Number of retired or separated participants receiving benefits 2011-01-01 99
Number of other retired or separated participants entitled to future benefits 2011-01-01 623
Total of all active and inactive participants 2011-01-01 1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 42
Total participants 2011-01-01 1,523
Number of participants with account balances 2011-01-01 1,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,290
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 929
Number of retired or separated participants receiving benefits 2009-01-01 375
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,972
Total of all active and inactive participants 2009-01-01 3,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 47
Total participants 2009-01-01 3,323
Number of participants with account balances 2009-01-01 2,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 20

Measure	Date	Value
2023: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,186
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,326
Number of retired or separated participants receiving benefits	2023-01-01	19
Number of other retired or separated participants entitled to future benefits	2023-01-01	484
Total of all active and inactive participants	2023-01-01	1,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	11
Total participants	2023-01-01	1,840
Number of participants with account balances	2023-01-01	1,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	29
2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,147
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,649
Number of retired or separated participants receiving benefits	2022-01-01	28
Number of other retired or separated participants entitled to future benefits	2022-01-01	498
Total of all active and inactive participants	2022-01-01	2,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	11
Total participants	2022-01-01	2,186
Number of participants with account balances	2022-01-01	1,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	54
2021: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,067
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,619
Number of retired or separated participants receiving benefits	2021-01-01	26
Number of other retired or separated participants entitled to future benefits	2021-01-01	492
Total of all active and inactive participants	2021-01-01	2,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	10
Total participants	2021-01-01	2,147
Number of participants with account balances	2021-01-01	1,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	32
2020: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,922
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,541
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	504
Total of all active and inactive participants	2020-01-01	2,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	14
Total participants	2020-01-01	2,067
Number of participants with account balances	2020-01-01	1,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,910
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,386
Number of retired or separated participants receiving benefits	2019-01-01	24
Number of other retired or separated participants entitled to future benefits	2019-01-01	500
Total of all active and inactive participants	2019-01-01	1,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	12
Total participants	2019-01-01	1,922
Number of participants with account balances	2019-01-01	1,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	17
2018: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,885
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,363
Number of retired or separated participants receiving benefits	2018-01-01	21
Number of other retired or separated participants entitled to future benefits	2018-01-01	513
Total of all active and inactive participants	2018-01-01	1,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	13
Total participants	2018-01-01	1,910
Number of participants with account balances	2018-01-01	1,541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	27
2017: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,504
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,356
Number of retired or separated participants receiving benefits	2017-01-01	15
Number of other retired or separated participants entitled to future benefits	2017-01-01	502
Total of all active and inactive participants	2017-01-01	1,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	12
Total participants	2017-01-01	1,885
Number of participants with account balances	2017-01-01	1,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	23
2016: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,391
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	962
Number of retired or separated participants receiving benefits	2016-01-01	15
Number of other retired or separated participants entitled to future benefits	2016-01-01	514
Total of all active and inactive participants	2016-01-01	1,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	13
Total participants	2016-01-01	1,504
Number of participants with account balances	2016-01-01	1,483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	24
2015: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,376
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	824
Number of retired or separated participants receiving benefits	2015-01-01	14
Number of other retired or separated participants entitled to future benefits	2015-01-01	539
Total of all active and inactive participants	2015-01-01	1,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	14
Total participants	2015-01-01	1,391
Number of participants with account balances	2015-01-01	1,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	17
2014: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,432
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	772
Number of retired or separated participants receiving benefits	2014-01-01	15
Number of other retired or separated participants entitled to future benefits	2014-01-01	575
Total of all active and inactive participants	2014-01-01	1,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	14
Total participants	2014-01-01	1,376
Number of participants with account balances	2014-01-01	1,360
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,457
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	793
Number of retired or separated participants receiving benefits	2013-01-01	12
Number of other retired or separated participants entitled to future benefits	2013-01-01	605
Total of all active and inactive participants	2013-01-01	1,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	22
Total participants	2013-01-01	1,432
Number of participants with account balances	2013-01-01	1,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	48
2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,523
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	746
Number of retired or separated participants receiving benefits	2012-01-01	23
Number of other retired or separated participants entitled to future benefits	2012-01-01	669
Total of all active and inactive participants	2012-01-01	1,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	19
Total participants	2012-01-01	1,457
Number of participants with account balances	2012-01-01	1,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,667
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	759
Number of retired or separated participants receiving benefits	2011-01-01	99
Number of other retired or separated participants entitled to future benefits	2011-01-01	623
Total of all active and inactive participants	2011-01-01	1,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	42
Total participants	2011-01-01	1,523
Number of participants with account balances	2011-01-01	1,422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,290
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	929
Number of retired or separated participants receiving benefits	2009-01-01	375
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,972
Total of all active and inactive participants	2009-01-01	3,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	47
Total participants	2009-01-01	3,323
Number of participants with account balances	2009-01-01	2,480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	20

Financial Data on BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

Measure	Date	Value
2023 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$44,805,759
Total of all expenses incurred	2023-12-31	$14,445,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$14,445,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$19,235,421
Value of total assets at end of year	2023-12-31	$226,708,922
Value of total assets at beginning of year	2023-12-31	$196,348,832
Total interest from all sources	2023-12-31	$223,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$10,626,944
Participant contributions at end of year	2023-12-31	$3,792,107
Participant contributions at beginning of year	2023-12-31	$3,920,511
Participant contributions at end of year	2023-12-31	$241,680
Participant contributions at beginning of year	2023-12-31	$224,990
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$13,169
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$30,360,090
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$226,708,922
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$196,348,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Interest on participant loans	2023-12-31	$223,701
Value of interest in master investment trust accounts at end of year	2023-12-31	$218,681,575
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$188,516,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$8,595,308
Employer contributions (assets) at end of year	2023-12-31	$3,993,560
Employer contributions (assets) at beginning of year	2023-12-31	$3,686,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$14,445,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2023-12-31	222027092
2022 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$16,316
Total income from all sources (including contributions)	2022-12-31	$-12,321,768
Total of all expenses incurred	2022-12-31	$18,375,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$18,375,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$18,499,703
Value of total assets at end of year	2022-12-31	$196,348,832
Value of total assets at beginning of year	2022-12-31	$227,029,469
Total interest from all sources	2022-12-31	$199,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$10,109,556
Participant contributions at end of year	2022-12-31	$3,920,511
Participant contributions at beginning of year	2022-12-31	$3,867,424
Participant contributions at end of year	2022-12-31	$224,990
Participant contributions at beginning of year	2022-12-31	$157,296
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$227,815
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-30,696,953
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$196,348,832
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$227,029,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Interest on participant loans	2022-12-31	$199,870
Value of interest in master investment trust accounts at end of year	2022-12-31	$188,516,835
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$219,699,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,162,332
Employer contributions (assets) at end of year	2022-12-31	$3,686,496
Employer contributions (assets) at beginning of year	2022-12-31	$3,304,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$18,375,185
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2022-12-31	222027092
2021 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$40,482,503
Total of all expenses incurred	2021-12-31	$8,351,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,351,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$17,361,944
Value of total assets at end of year	2021-12-31	$227,029,469
Value of total assets at beginning of year	2021-12-31	$194,898,836
Total interest from all sources	2021-12-31	$177,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-12-31	0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$9,479,999
Participant contributions at end of year	2021-12-31	$3,867,424
Participant contributions at beginning of year	2021-12-31	$2,924,400
Participant contributions at end of year	2021-12-31	$157,296
Participant contributions at beginning of year	2021-12-31	$367,155
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$392,735
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$163,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$32,130,633
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$227,029,469
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$194,898,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Interest on participant loans	2021-12-31	$177,832
Value of interest in master investment trust accounts at end of year	2021-12-31	$219,699,798
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$188,191,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$7,489,210
Employer contributions (assets) at end of year	2021-12-31	$3,304,951
Employer contributions (assets) at beginning of year	2021-12-31	$3,252,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,351,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2021-12-31	222027092
2020 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$39,398,352
Total of all expenses incurred	2020-12-31	$15,542,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$15,542,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$15,055,237
Value of total assets at end of year	2020-12-31	$194,898,836
Value of total assets at beginning of year	2020-12-31	$171,042,834
Total interest from all sources	2020-12-31	$195,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$8,149,711
Participant contributions at end of year	2020-12-31	$2,924,400
Participant contributions at beginning of year	2020-12-31	$3,430,971
Participant contributions at end of year	2020-12-31	$367,155
Participant contributions at beginning of year	2020-12-31	$188,501
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$63,709
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$163,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$23,856,002
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$194,898,836
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$171,042,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Interest on participant loans	2020-12-31	$195,015
Value of interest in master investment trust accounts at end of year	2020-12-31	$188,191,712
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$164,594,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$6,841,817
Employer contributions (assets) at end of year	2020-12-31	$3,252,507
Employer contributions (assets) at beginning of year	2020-12-31	$2,828,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$15,542,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2020-12-31	222027092
2019 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$41,659,301
Total of all expenses incurred	2019-12-31	$8,646,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,646,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$13,777,493
Value of total assets at end of year	2019-12-31	$171,042,834
Value of total assets at beginning of year	2019-12-31	$138,030,389
Total interest from all sources	2019-12-31	$179,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$7,446,678
Participant contributions at end of year	2019-12-31	$3,430,971
Participant contributions at beginning of year	2019-12-31	$2,646,794
Participant contributions at end of year	2019-12-31	$188,501
Participant contributions at beginning of year	2019-12-31	$182,996
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$198,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$33,012,445
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$171,042,834
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$138,030,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Interest on participant loans	2019-12-31	$179,084
Value of interest in master investment trust accounts at end of year	2019-12-31	$164,594,905
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$132,494,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$6,132,801
Employer contributions (assets) at end of year	2019-12-31	$2,828,457
Employer contributions (assets) at beginning of year	2019-12-31	$2,706,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,646,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2019-12-31	222027092
2018 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$4,168,573
Total of all expenses incurred	2018-12-31	$13,795,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$13,795,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$13,105,026
Value of total assets at end of year	2018-12-31	$138,030,389
Value of total assets at beginning of year	2018-12-31	$147,657,062
Total interest from all sources	2018-12-31	$132,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,068,215
Participant contributions at end of year	2018-12-31	$2,646,794
Participant contributions at beginning of year	2018-12-31	$2,751,670
Participant contributions at end of year	2018-12-31	$182,996
Participant contributions at beginning of year	2018-12-31	$181,582
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$187,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-9,626,673
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$138,030,389
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$147,657,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Interest on participant loans	2018-12-31	$132,036
Value of interest in master investment trust accounts at end of year	2018-12-31	$132,494,430
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$142,091,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$5,849,496
Employer contributions (assets) at end of year	2018-12-31	$2,706,169
Employer contributions (assets) at beginning of year	2018-12-31	$2,632,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$13,795,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2018-12-31	222027092
2017 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$30,556,082
Total of all expenses incurred	2017-12-31	$8,284,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,284,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$13,100,846
Value of total assets at end of year	2017-12-31	$147,657,062
Value of total assets at beginning of year	2017-12-31	$125,384,993
Total interest from all sources	2017-12-31	$129,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$6,788,513
Participant contributions at end of year	2017-12-31	$2,751,670
Participant contributions at beginning of year	2017-12-31	$2,639,774
Participant contributions at end of year	2017-12-31	$181,582
Participant contributions at beginning of year	2017-12-31	$173,211
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$521,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$22,272,069
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$147,657,062
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$125,384,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest on participant loans	2017-12-31	$129,633
Value of interest in master investment trust accounts at end of year	2017-12-31	$142,091,715
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$120,107,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$5,791,229
Employer contributions (assets) at end of year	2017-12-31	$2,632,095
Employer contributions (assets) at beginning of year	2017-12-31	$2,464,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$8,284,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	WITHUMSMITH+BROWN, P.C.
Accountancy firm EIN	2017-12-31	222027092
2016 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$13,428,315
Total of all expenses incurred	2016-12-31	$8,459,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$8,459,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$11,773,940
Value of total assets at end of year	2016-12-31	$125,384,993
Value of total assets at beginning of year	2016-12-31	$120,416,364
Total interest from all sources	2016-12-31	$131,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$6,229,670
Participant contributions at end of year	2016-12-31	$2,639,774
Participant contributions at beginning of year	2016-12-31	$3,045,812
Participant contributions at end of year	2016-12-31	$173,211
Participant contributions at beginning of year	2016-12-31	$121,705
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$236,633
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$159,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,968,629
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$125,384,993
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$120,416,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Interest on participant loans	2016-12-31	$131,838
Value of interest in master investment trust accounts at end of year	2016-12-31	$120,107,868
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$114,879,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$5,307,637
Employer contributions (assets) at end of year	2016-12-31	$2,464,140
Employer contributions (assets) at beginning of year	2016-12-31	$2,209,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,459,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2016-12-31	222027092
2015 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$15,888,497
Total of all expenses incurred	2015-12-31	$6,295,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,295,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$10,577,344
Value of total assets at end of year	2015-12-31	$120,416,364
Value of total assets at beginning of year	2015-12-31	$110,823,101
Total interest from all sources	2015-12-31	$126,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$5,379,573
Participant contributions at end of year	2015-12-31	$3,045,812
Participant contributions at beginning of year	2015-12-31	$2,502,981
Participant contributions at end of year	2015-12-31	$121,705
Participant contributions at beginning of year	2015-12-31	$132,044
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$398,635
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$159,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$169,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$9,593,263
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$120,416,364
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$110,823,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Interest on participant loans	2015-12-31	$126,597
Value of interest in master investment trust accounts at end of year	2015-12-31	$114,879,821
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$105,831,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$4,799,136
Employer contributions (assets) at end of year	2015-12-31	$2,209,806
Employer contributions (assets) at beginning of year	2015-12-31	$2,187,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,295,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2015-12-31	222027092
2014 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$17,379,754
Total of all expenses incurred	2014-12-31	$8,625,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,625,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$9,814,963
Value of total assets at end of year	2014-12-31	$110,823,101
Value of total assets at beginning of year	2014-12-31	$102,068,627
Total interest from all sources	2014-12-31	$106,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$4,834,049
Participant contributions at end of year	2014-12-31	$2,502,981
Participant contributions at beginning of year	2014-12-31	$2,310,473
Participant contributions at end of year	2014-12-31	$132,044
Participant contributions at beginning of year	2014-12-31	$108,117
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$413,076
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$169,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$177,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$8,754,474
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$110,823,101
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$102,068,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Interest on participant loans	2014-12-31	$106,484
Value of interest in master investment trust accounts at end of year	2014-12-31	$105,831,412
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$97,366,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,567,838
Employer contributions (assets) at end of year	2014-12-31	$2,187,230
Employer contributions (assets) at beginning of year	2014-12-31	$2,105,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,625,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2014-12-31	222027092
2013 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$30,481,794
Total of all expenses incurred	2013-12-31	$8,018,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,018,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$9,976,382
Value of total assets at end of year	2013-12-31	$102,068,627
Value of total assets at beginning of year	2013-12-31	$79,604,970
Total interest from all sources	2013-12-31	$88,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$4,546,980
Participant contributions at end of year	2013-12-31	$2,310,473
Participant contributions at beginning of year	2013-12-31	$1,799,556
Participant contributions at end of year	2013-12-31	$108,117
Participant contributions at beginning of year	2013-12-31	$80,695
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,006,439
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$177,274
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$22,463,657
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$102,068,627
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$79,604,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest on participant loans	2013-12-31	$88,273
Value of interest in master investment trust accounts at end of year	2013-12-31	$97,366,778
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$75,717,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,422,963
Employer contributions (assets) at end of year	2013-12-31	$2,105,985
Employer contributions (assets) at beginning of year	2013-12-31	$2,006,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,018,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2013-12-31	222027092
2012 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$12,143,405
Total of all expenses incurred	2012-12-31	$7,027,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,027,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,416,374
Value of total assets at end of year	2012-12-31	$79,604,970
Value of total assets at beginning of year	2012-12-31	$74,488,655
Total interest from all sources	2012-12-31	$91,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$4,123,494
Participant contributions at end of year	2012-12-31	$1,799,556
Participant contributions at beginning of year	2012-12-31	$1,432,281
Participant contributions at end of year	2012-12-31	$80,695
Participant contributions at beginning of year	2012-12-31	$54,001
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$156,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$5,116,315
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$79,604,970
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$74,488,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest on participant loans	2012-12-31	$91,455
Value of interest in master investment trust accounts at end of year	2012-12-31	$75,717,986
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$71,181,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,136,599
Employer contributions (assets) at end of year	2012-12-31	$2,006,733
Employer contributions (assets) at beginning of year	2012-12-31	$1,820,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,027,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2012-12-31	222027092
2011 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$14,989,217
Total of all expenses incurred	2011-12-31	$7,502,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,502,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,512,133
Value of total assets at end of year	2011-12-31	$74,488,655
Value of total assets at beginning of year	2011-12-31	$67,002,007
Total interest from all sources	2011-12-31	$70,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,588,917
Participant contributions at end of year	2011-12-31	$1,432,281
Participant contributions at beginning of year	2011-12-31	$1,720,146
Participant contributions at end of year	2011-12-31	$54,001
Participant contributions at beginning of year	2011-12-31	$47,368
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$187,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$7,486,648
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$74,488,655
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$67,002,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$70,558
Value of interest in master investment trust accounts at end of year	2011-12-31	$71,181,604
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$63,256,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$3,735,544
Employer contributions (assets) at end of year	2011-12-31	$1,820,769
Employer contributions (assets) at beginning of year	2011-12-31	$1,977,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,502,569
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2011-12-31	222027092
2010 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$13,099,252
Total of all expenses incurred	2010-12-31	$9,769,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$9,769,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,488,652
Value of total assets at end of year	2010-12-31	$67,002,007
Value of total assets at beginning of year	2010-12-31	$63,671,894
Total interest from all sources	2010-12-31	$82,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$3,659,039
Participant contributions at end of year	2010-12-31	$47,368
Participant contributions at beginning of year	2010-12-31	$56,505
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$271,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,330,113
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$67,002,007
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$63,671,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$1,720,146
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$1,555,015
Interest on participant loans	2010-12-31	$82,610
Value of interest in master investment trust accounts at end of year	2010-12-31	$63,256,610
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$61,761,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,829,613
Employer contributions (assets) at end of year	2010-12-31	$1,977,883
Employer contributions (assets) at beginning of year	2010-12-31	$27,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$9,769,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WITHUMSMITHBROWN, P.C.
Accountancy firm EIN	2010-12-31	222027092
2009 : BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG.

2023: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRISTOL-MYERS SQUIBB PUERTO RICO, INC. SAVINGS AND INVESTMENT PROG. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRISTOL-MYERS SQUIBB PUERTO RICO
Employer identification number (EIN):	660256665
NAIC Classification:	325410

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	0603820