Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
ASTRAZENECA PHARMACEUTICALS LP
EIN 23-2967016medical practiceLatest filing 2025
Plans
5
Retirement
2
$8.69B assets
Welfare
3
$24.7M premiums
Participants
65,530
Retirement portfolio analytics
2 plans aggregated / $8.69B assets / 27,473 participantsParticipants by plan
Active + retired + deferred vested
- AND SECURITY PLAN (#002)27,394
Benefits portfolio analytics
3 plans / $24.7M premiums / 31,974 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- ACE AMERICAN INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ASTRAZENECA SAVINGS AND SECURITY PLAN
401k
Assets$8.64B
Participants27,394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES
401k
Assets$41.6M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
ASTRAZENECA HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$23.9M
Covered lives31,974
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
ASTRAZENECA BUSINESS TRAVEL ACCIDENT INSURANCE PLAN
Fully Insured - ACE AMERICAN INSURANCE COMPANY
Premiums$822K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
ASTRAZENECA RETIREE HEALTH CARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASTRAZENECA SAVINGS AND SECURITY PLAN | 401k | $8.64B | 27,394 | 2024 | |
| 004 | ASTRAZENECA SAVINGS AND SECURITY PLAN FOR PUERTO RICO EMPLOYEES | 401k | $41.6M | 79 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | ASTRAZENECA HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $23.9M | 31,974 | 2024 | |
| 513 | ASTRAZENECA BUSINESS TRAVEL ACCIDENT INSURANCE PLAN | Fully Insured | ACE AMERICAN INSURANCE COMPANY | $822K | 0 | 2025 | |
| 508 | ASTRAZENECA RETIREE HEALTH CARE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans