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Original filing (PDF)20251009175349NAL0003799827001
ABBOTT LABORATORIES
Form 5500
FILING_RECEIVED
ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
16,718
Accounts w/ balance
—
Plan assets (EOY)
$8.6B
Net assets (EOY)
$8.6B
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABBOTT LABORATORIES.
Plan sponsor
Name
ABBOTT LABORATORIES
EIN
36-0698440
Address
CORPORATE BENEFITS, D-589, AP6B-2 · 100 ABBOTT PARK ROAD · ABBOTT PARK, IL · 600646222
Phone
(847) 936-5300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | — | NONE | $1.3M | — |
| UNITED HEALTHCARE | 36-2739571 | — | NONE | $1.0M | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $976K | — |
| COORDINATED CARE PROGRAMS LLC | 20-8423895 | — | NONE | $440K | — |
| LUMINARE HEALTH BENEFITS, INC. | — | ROSEMONT, IL | NONE | $346K | — |
| RX SAVINGS SOLUTIONS | 26-3642434 | — | NONE | $177K | — |
| HUMANA INSURANCE COMPANY | 39-1263473 | — | NONE | $11K | — |
Investments
1 pooled fund· $8.3B(96% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ABBOTT LABORATORIES ANTY RTMT TRUST ABBOTT LABORATORIES · EIN 36-0698440 / PN 337 | Master Trust | $8.3B | 96.3% |
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