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Original filing (PDF)20251010103027NAL0007952993001

MYLAN INC.

Form 5500
FILING_RECEIVED
MYLAN PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
2,528
Accounts w/ balance
4,791
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
4 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MYLAN INC..
Plan sponsor
Name
MYLAN INC.
EIN
25-1211621
Address
1000 MYLAN BOULEVARD · CANONSBURG, PA · 15317
Phone
(724) 514-1800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH, PIERCE, FENNER AND S13-5674085RECORDKEEPER$44K

Investments

30 direct securities · 4 pooled funds· $1.2B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized
$842.9M
30 holdings
Common Collective Trust
$376.1M
4 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
NORTHERN TRUST SP 500 INDEX TIER 3
NORTHERN TRUST · EIN 45-6138589 / PN 002
Common Collective Trust
$198.0M16.9%
JP Morgan JPMorgan Smart Retirement Blend 2050 Fund R6 .$79.4M$96.4M8.2%
GALLIARD STABLE RETURN FUND CLASS E
WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001
Common Collective Trust
$90.3M7.7%
AllianceBernstein Small Cap Growth Portfolio I .$83.0M7.1%
Invesco Diversified Div CL R5 .$70.0M6.0%
MFS Mass MFS Mass Investors Gr Stock R4 .$69.8M6.0%
MFS Instl MFS Institutional International Equity Fund R6 .$62.4M5.3%
JP Morgan JPMorgan Smart Retirement Blend 2040 Fund R6 .$51.8M$61.7M5.3%
JPM SMARTRTRMNT BLEND 2035 R6 MUTUAL FUNDS$49.5M$57.3M4.9%
JP Morgan JPMorgan Smart Retirement Blend 2045 Fund R6 .$46.0M$55.5M4.7%
Northern Trust Northern Trust S&P MCAP Tier 3 .$54.0M4.6%
NORTHERN TRUST SP MIDCAP 400 INDEX
NORTHERN TRUST · EIN 45-6138589 / PN 105
Common Collective Trust
$54.0M4.6%
Columbia Small Cap Value Fund Institutional .$43.9M3.8%
VANGUARD TOTAL BOND MKT MUTUAL FUNDS$39.6M$37.1M3.2%
JP Morgan JPMorgan Smart Retirement Blend 2030 Fund R6 .$32.4M$36.6M3.1%
NORTHERN TRUST COLLECTIVE EAFE INDE
NORTHERN TRUST · EIN 45-6138589 / PN 111
Common Collective Trust
$33.8M2.9%
Metropolitan West Total Fd I .$28.5M2.4%
JP Morgan JPMorgan Smart Retirement Blend 2025 Fund R6 .$19.7M$21.6M1.8%
Vanguard FTSE Social Index Fund Admiral .$13.0M1.1%
JP Morgan JPMorgan Smart Retirement Income Fund R6 .$8.7M0.7%
JPM SMARTRTRMNT BLEND INCM R6 MUTUAL FUNDS$8.0M$8.7M0.7%
LOAN FUND LOANS$8.4M$8.4M0.7%
Notes Receivable From Participants with interest rates ranging from 4.25% to 9.50%$8.4M0.7%
Vanguard Federal Money Market .$6.4M0.6%
JPM SMARTRTRMNT BLEND 2020 R6 MUTUAL FUNDS$5.0M$5.4M0.5%
Viatris Inc. Common Stock .$2.6M0.2%
JPM SMARTRTRMNT BLEND 2060 R6 MUTUAL FUNDS$1.4M$1.5M0.1%
JP Morgan JPMorgan Smart Retirement Blend 2055 Fund R6 .$775K$816K<0.1%
2022 $ 634,318 $ — $$634K<0.1%
JP Morgan JPMorgan Smart Retirement Blend 2065 Fund R6 .$279K$280K<0.1%
Merrill Lynch BlackRock Liquidity Fund .$185K<0.1%
BLF FEDFUND MONEY MARKET$144K$144K<0.1%
ACCRUED INCOME ACCRUED INCOME$41K$41K<0.1%
Merrill Lynch BlackRock Liquidity Fund, Pending Settlement Fund .$1K<0.1%