Retirement plan

THE SAVINGS AND INVESTMENT PLAN FOR PUERTO RICAN EMPLOYEES OF SUNOVION PHARMACEUTICALS INC.

Name: SUNOVION PHARMACEUTICALS INC. - THE SAVINGS AND INVESTMENT PLAN FOR PUERTO RICAN EMPLOYEES OF SUNOVION PHARMACEUTICALS INC. (2023) Form 5500
Creator: SUNOVION PHARMACEUTICALS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SAVINGS AND INVESTMENT PLAN FOR PUERTO RICAN EMPLOYEES OF SUNOVION PHARMACEUTICALS INC., SUNOVION PHARMACEUTICALS INC.

SUNOVION PHARMACEUTICALS INC.EIN 22-2536587Plan #002PY 2023

84 WATERFORD DRIVE - MARLBOROUGH, MA 01752501-481-6700sumitomo-pharma.comLinkedIn1001-5000 employeespharmaceuticals

Other plans on this EIN

1 filing

#001Retirement-$647.2M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1M

-21.7% from 2016

Total participants

0.0% from 2016

Average account balance

$254,824

-21.7% from 2016

Annual return

17.96%

-6.35 pp from 2016

Benchmarks

See 8,677 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,677 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$961K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$320K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$63596

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2K2T3C

Plan features

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$89

Other / not subdivided$89100.0%

% of EOY assets

0.009%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$254,824

$118,491+115.1%

$98,462+158.8%

$139,500+82.7%

Participation rate

0.0%

77.5%-77.5pp

75.2%-75.2pp

80.3%-80.3pp

Annual return

17.96%

19.01%-1.0pp

21.20%-3.2pp

373.99%-356.0pp

Employer contribution / active EE

$3,611-100.0%

$3,049-100.0%

$4,755-100.0%

Participant deferral / active EE

$5,393-100.0%

$4,738-100.0%

$6,713-100.0%

Admin fee / account holder

$22

$13,870-99.8%

$8,875-99.7%

$11,410-99.8%

THE SAVINGS AND INVESTMENT PLAN FOR PUERTO RICAN EMPLOYEES OF SUNOVION PHARMACEUTICALS INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SAVINGS AND INVESTMENT PLAN FOR PUERTO RICAN EMPLOYEES OF SUNOVION PHARMACEUTICALS INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion