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Retirement plan

TEVA PHARMACEUTICALS RETIREMENT SAVINGS PLAN (PUERTO RICO)

TEVA PHARMACEUTICALSEIN 22-1734359Plan #002PY 2017
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1090 HORSHAM ROAD - NORTH WALES, PA 19454215-591-3000
Other plans on this EIN
1 filing
#004Retirement-$1.88B assets
Prospect flagsLow participation

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(215) 591-3000
Plan administrator signer
LYNN MCCONAGHY
Signed 10/30/2018
How to read this page

Summary metrics

Total assets (EOY)
$7.2M
+3.3% from 2016
Total participants
99
+8.5% from 2016
Average account balance
$80,159
-11.4% from 2016
Annual return
11.91%
-4.93 pp from 2016

Benchmarks

See 106,901 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort106,901 peers
Snapshot2017
Participant deferral / active EE
$3,499
median $4,790
Employer contribution / active EE
$4,137
median $3,111
Participation rate
55.0%
median 100.0%
Avg account balance
$80,159
median $101,832
Admin fee / account holder
$7
median $665
Annual return
11.91%
median 14.49%
Overall peer rank
38th 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
ProviderService typeCompensation
FID INV INST OPS CO (FIIOC)3+ years
Service code 37 · EIN 04-2647786
Loan Processing
$650
FIDELITY INV INST OPS CO3+ 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.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3H3J
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants 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.
  • 2J
    Code section 401(k) feature
    Cash 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.
  • 2K
    Code section 401(m) arrangement
    Employee 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.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
  • 3J
    U.S.-based Puerto Rico dual-qualified plan
    U.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

1 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II
Admin total
$650
$33 / participant
  • Other / not subdivided$650100.0%
% of EOY assets
0.009%
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