Retirement plan
TEVA PHARMACEUTICALS RETIREMENT SAVINGS PLAN (PUERTO RICO)
TEVA PHARMACEUTICALSEIN 22-1734359Plan #002PY 2016
1090 HORSHAM ROAD - NORTH WALES, PA 19454215-591-3000
Other plans on this EIN
1 filingProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
JOE FERRIGNO
Signed 01/30/2018
Summary metrics
Total assets (EOY)
$7.6M
+3.3% from 2016
Total participants
117
+8.5% from 2016
Average account balance
$70,681
-11.4% from 2016
Annual return
5.26%
-4.93 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants25-99
Cohort17,769 peers
Snapshot2016
90
Participant deferral / active EE
$6,941
median $2,364
79
Employer contribution / active EE
$7,635
median $1,519
44
Participation rate
75.7%
median 82.1%
67
Avg account balance
$70,681
median $38,970
90
Admin fee / account holder
$21
median $1,304
25
Annual return
5.26%
median 7.00%
Overall peer rank
66of 100
66th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$5.93M
Average account balance
Total assets / participants with a balance (line 6g)
$119K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
50
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
56.3%
Contributions (total)
Employer and participant dollars contributed each year
$1K
Contributions per participant
Average employer and participant contribution per enrolled participant
$80
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.93%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$12630
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO (FIIOC)2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
FIDELITY INV INST OPS CO2+ years Service code 60 | Sub-TA Fees | $0 |
Top hat statement on fileNQDC
Filed January 19, 2016 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2E2F2G2J2K2S2T3H3J
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
- 3JU.S.-based Puerto Rico dual-qualified planU.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$2K
$60 / participant
- Other / not subdivided$2K100.0%
% of EOY assets
0.029%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- KEVANE GRANT THORTON LLP
- Auditor EIN
- 660563256
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer