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  2. ABBVIE LTD.
Sponsor portfolioTH

ABBVIE LTD.

EIN 98-0429860-Manufacturing-Latest filing 2024
Plans
8
Retirement
2
$1.03B assets
Welfare
6
$1.7M premiums
Participants
11,934
TOTAL REWARDS, ROAD #2, KM. 58.0 CRUCE DAVILA - BARCELONETA, PR 00617847-932-7900
Plans on this EIN
8 filings
#002ProfitSharing-$560.1M - 2,068 part#003TraditionalDB-$471.5M - 3,012 part#515Fully Insured-$636K - 2,628 lives#516Fully Insured-$577K - 1,265 lives#517Fully Insured-$375K - 1,421 lives#543Mixed-$66K - 1,322 lives#518Fully Insured-$33K - 1,047 lives#544Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.03B assets / 5,080 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PUERTO RICO Savings (#002)54%
  • PUERTO RICO PENSION (#003)46%
Total $1.03BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PUERTO RICO PENSION (#003)3,012
  • PUERTO RICO Savings (#002)2,068
Total 5,080Click row to drill in

Benefits portfolio analytics

6 plans / $1.7M premiums / 7,683 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$636K
  • Long-term disability$577K
  • Life$408K
  • Vision$66K
Total $1.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • METROPOLITAN LIFE INSURANCE COMPANY72%
  • SECURIAN LIFE INSURANCE COMPANY24%
  • VISION SERVICE PLAN4%
Total $1.7M3 slices

Plan deep-dives

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

ABBVIE PUERTO RICO SAVINGS PLAN

ProfitSharing

Assets$560.1M
Participants2,068
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ABBVIE PUERTO RICO PENSION PLAN

TraditionalDB

Assets$471.5M
Participants3,012
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

ABBVIE PUERTO RICO SHORT TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$636K
Covered lives2,628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

ABBVIE PUERTO RICO LONG TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$577K
Covered lives1,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

ABBVIE PUERTO RICO ACTIVE LIFE ACCIDENT PLAN

Fully Insured - MINNESOTA LIFE INSURANCE COMPANY

Premiums$375K
Covered lives1,421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#543

ABBVIE PUERTO RICO HEALTH CARE PLAN

Mixed - VISION SERVICE PLAN

Premiums$66K
Covered lives1,322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

ABBVIE PUERTO RICO RETIREE LIFE INSURANCE PLAN

Fully Insured - MINNESOTA LIFE INSURANCE COMPANY

Premiums$33K
Covered lives1,047
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#544

ABBVIE PUERTO RICO RETIREE HEALTH CARE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ABBVIE PUERTO RICO SAVINGS PLANProfitSharing$560.1M2,0682024
003ABBVIE PUERTO RICO PENSION PLANTraditionalDB$471.5M3,0122024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
515ABBVIE PUERTO RICO SHORT TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$636K2,6282024
516ABBVIE PUERTO RICO LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$577K1,2652024
517ABBVIE PUERTO RICO ACTIVE LIFE ACCIDENT PLANFully InsuredMINNESOTA LIFE INSURANCE COMPANY$375K1,4212024
543ABBVIE PUERTO RICO HEALTH CARE PLANMixedVISION SERVICE PLAN$66K1,3222024
518ABBVIE PUERTO RICO RETIREE LIFE INSURANCE PLANFully InsuredMINNESOTA LIFE INSURANCE COMPANY$33K1,0472024
544ABBVIE PUERTO RICO RETIREE HEALTH CARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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