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  2. BRISTOL-MYERS SQUIBB COMPANY
Sponsor portfolioTH

BRISTOL-MYERS SQUIBB COMPANY

EIN 22-0790350-pharmaceuticals-Latest filing 2025
Plans
10
Retirement
2
$11.66B assets
Welfare
8
$56.9M premiums
Participants
109,179
PO BOX 4000 - PRINCETON, NJ 085434000609-252-4000bms.comLinkedIn10001+ employeespharmaceuticals
Plans on this EIN
10 filings
#002ESOP-$11.59B - 34,900 part#007ESOP-$67.3M - 288 part#554Fully Insured-$55.4M - 41,031 lives#516Fully Insured-$946K - 1,663 lives#517Fully Insured-$453K - 872 lives#504Fully Insured-$89K - 750 lives#519Mixed-$74K - 28 lives#525Self Funded-0 lives#545Self Funded-0 lives#553Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $11.66B assets / 35,188 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • AND INVESTMENT PROGRAM (#002)99%
  • INCENTIVE THRIFT PLAN (#007)1%
Total $11.66BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PROGRAM (#002)34,900
  • INCENTIVE THRIFT PLAN (#007)288
Total 35,188Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRISTOL-MYERS SQUIBB SAVINGS AND INVESTMENT PROGRAM

ESOP

Assets$11.59B
Participants34,900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLAN

ESOP

Assets$67.3M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#554

BRISTOL-MYERS SQUIBB COMPANY CONSOLIDATED HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$55.4M
Covered lives41,031
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

BRISTOL-MYERS SQUIBB COMPANY PUERTO RICO GROUP LIFE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$946K
Covered lives1,663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

BRISTOL-MYERS SQUIBB COMPANY PUERTO RICO LONG-TERM DISABILITY PLAN

Fully Insured - UNIVERSAL LIFE INSURANCE COMPANY

Premiums$453K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BRISTOL-MYERS SQUIBB COMPANY SHORT-TERM DISABILITY PLAN

Fully Insured - MULTINATIONAL LIFE INSURANCE COMPANY

Premiums$89K
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

BRISTOL-MYERS SQUIBB COMPANY PUERTO RICO, INC. MEDICAL PLAN

Mixed - TRIPLE S ADVANTAGE

Premiums$74K
Covered lives28
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

BRISTOL-MYERS SQUIBB COMPANY FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545

BRISTOL-MYERS SQUIBB SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#553

BRISTOL-MYERS SQUIBB COMPANY CHANGE IN CONTROL SEPARATION BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRISTOL-MYERS SQUIBB SAVINGS AND INVESTMENT PROGRAMESOP$11.59B34,9002024
007BRISTOL-MYERS SQUIBB COMPANY EMPLOYEE INCENTIVE THRIFT PLANESOP$67.3M2882024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
554BRISTOL-MYERS SQUIBB COMPANY CONSOLIDATED HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$55.4M41,0312024
516BRISTOL-MYERS SQUIBB COMPANY PUERTO RICO GROUP LIFE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$946K1,6632024
517BRISTOL-MYERS SQUIBB COMPANY PUERTO RICO LONG-TERM DISABILITY PLANFully InsuredUNIVERSAL LIFE INSURANCE COMPANY$453K8722024
504BRISTOL-MYERS SQUIBB COMPANY SHORT-TERM DISABILITY PLANFully InsuredMULTINATIONAL LIFE INSURANCE COMPANY$89K7502024
519BRISTOL-MYERS SQUIBB COMPANY PUERTO RICO, INC. MEDICAL PLANMixedTRIPLE S ADVANTAGE$74K282024
525BRISTOL-MYERS SQUIBB COMPANY FLEXIBLE BENEFITS PLANSelf Funded-$002024
545BRISTOL-MYERS SQUIBB SEVERANCE PLANSelf Funded-$002025
553BRISTOL-MYERS SQUIBB COMPANY CHANGE IN CONTROL SEPARATION BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
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