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  2. ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES
Sponsor portfolioTH

ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES

EIN 98-1051267-Manufacturing-Latest filing 2024
Plans
8
Retirement
2
$345.6M assets
Welfare
6
$1.0M premiums
Participants
8,763
CORPORATE BENEFITS, D-589, AP6B-2, 100 ABBOTT PARK ROAD - ABBOTT PARK, IL 600646222847-936-5300
Plans on this EIN
8 filings
#002401k-$243.3M - 2,030 part#003TraditionalDB-$102.3M - 907 part#533Fully Insured-$444K - 1,506 lives#536Fully Insured-$362K - 1,505 lives#534Fully Insured-$240K - 1,034 lives#530Self Funded-0 lives#532Self Funded-0 lives#538Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $345.6M assets / 2,937 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN (PUERTO RICO) (#002)70%
  • RICO RETIREMENT PLAN (#003)30%
Total $345.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • (Not disclosed)70%
  • ALIGHT SOLUTIONS LLC30%
Total $345.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN (PUERTO RICO) (#002)2,030
  • RICO RETIREMENT PLAN (#003)907
Total 2,937Click row to drill in

Benefits portfolio analytics

6 plans / $1.0M premiums / 4,045 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$444K
  • Other$362K
  • Life$355K
  • Long-term disability$240K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • SECURIAN LIFE INSURANCE COMPANY34%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $1.0M3 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

ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)

401k

Assets$243.3M
Participants2,030
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ABBOTT PUERTO RICO RETIREMENT PLAN

TraditionalDB

Assets$102.3M
Participants907
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#533

ABBOTT LABORATORIES PUERTO RICO SHORT TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$444K
Covered lives1,506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536

ABBOTT LABORATORIES PUERTO RICO ACTIVE LIFE ACCIDENT PLAN

Fully Insured - SECURIAN LIFE INSURANCE COMPANY

Premiums$362K
Covered lives1,505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#534

ABBOTT LABORATORIES PUERTO RICO LONG TERM DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$240K
Covered lives1,034
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

ABBOTT LABORATORIES PUERTO RICO HEALTH CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#532

ABBOTT LABORATORIES PUERTO RICO RETIREE HEALTH CARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#538

ABBOTT LABORATORIES PUERTO RICO RETIREE LIFE INSURANCE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ABBOTT LABORATORIES STOCK RETIREMENT PLAN (PUERTO RICO)401k$243.3M2,0302024
003ABBOTT PUERTO RICO RETIREMENT PLANTraditionalDB$102.3M9072024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
533ABBOTT LABORATORIES PUERTO RICO SHORT TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$444K1,5062024
536ABBOTT LABORATORIES PUERTO RICO ACTIVE LIFE ACCIDENT PLANFully InsuredSECURIAN LIFE INSURANCE COMPANY$362K1,5052024
534ABBOTT LABORATORIES PUERTO RICO LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$240K1,0342024
530ABBOTT LABORATORIES PUERTO RICO HEALTH CARE PLANSelf Funded-$002024
532ABBOTT LABORATORIES PUERTO RICO RETIREE HEALTH CARE PLANSelf Funded-$002024
538ABBOTT LABORATORIES PUERTO RICO RETIREE LIFE INSURANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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