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Original filing (PDF)20251015131654NAL0009776690001
BIOHAVEN PHARMACEUTICALS INC.
Form 5500
FILING_RECEIVED
BIOHAVEN PHARMACEUTICALS INC 401(K) PLAN
401(k) retirement plan
Active participants
251
Accounts w/ balance
595
Plan assets (EOY)
$60.2M
Net assets (EOY)
$60.2M
How this plan invests
This plan
7 pooled trusts
Schedule D
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIOHAVEN PHARMACEUTICALS INC..
Plan sponsor
Name
BIOHAVEN PHARMACEUTICALS INC.
EIN
46-4274360
Address
215 CHURCH STREET · NEW HAVEN, CT · 06510
Phone
(203) 404-0410
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $56K | — |
Investments
31 direct securities · 7 pooled funds· $60.2M(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
$58.4M
30 holdings
Common Collective Trust
$1.2M
7 holdings
Mutual Funds
$666K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIRE 2040 I 267,584 shares | — | — | — | $8.2M | 13.6% | |
| TRP RETIRE 2030 I 276,830 shares | — | — | — | $7.1M | 11.8% | |
| TRP RETIRE 2035 I 319,420 shares | — | — | — | $6.7M | 11.2% | |
| TRP RETIRE 2045 I 277,995 shares | — | — | — | $6.2M | 10.3% | |
| VANG 500 INDEX ADM 9,932 shares | — | — | — | $5.4M | 9.0% | |
| JPM US EQUITY R6 167,680 shares | — | — | — | $4.2M | 7.0% | |
| TRP RETIRE 2050 I 190,552 shares | — | — | — | $3.6M | 6.0% | |
| FID BLUE CHIP GR K6* 70,886 shares | — | — | — | $2.6M | 4.3% | |
| TRP RETIRE 2025 I 137,763 shares | — | — | — | $2.3M | 3.8% | |
| TRP RETIRE 2055 I 91,621 shares | — | — | — | $1.8M | 3.0% | |
| TRP RETIRE 2060 I 103,039 shares | — | — | — | $1.7M | 2.8% | |
| VANG MIDCAP IDX ADM 5,199 shares | — | — | — | $1.7M | 2.8% | |
| INVS COMSTOCK R6 54,972 shares | — | — | — | $1.6M | 2.6% | |
| VANG SM CAP IDX ADM 11,038 shares | — | — | — | $1.3M | 2.1% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| PGIM HIGH YIELD R6 156,526 shares | — | — | — | $747K | 1.2% | |
| PIM RAE US SM I 59,556 shares | — | — | — | $679K | 1.1% | |
| BAIRD INTERM BD IS 64,836 shares | Mutual Funds | — | — | $666K | 1.1% | |
| VG INTL CORE STK ADM 21,353 shares | — | — | — | $545K | 0.9% | |
| J H TRITON N 16,954 shares | — | — | — | $467K | 0.8% | |
| VANG DEV MKT IDX ADM 24,983 shares | — | — | — | $384K | 0.6% | |
| FID TOTAL BOND K6* 28,913 shares | — | — | — | $252K | 0.4% | |
| DWS R REAL ESTATE R6 11,524 shares | — | — | — | $250K | 0.4% | |
| GQG EMRG MKTS EQ R6 14,134 shares | — | — | — | $234K | 0.4% | |
| VANG ST INF PS IDX A 7,614 shares | — | — | — | $185K | 0.3% | |
| TRP RETIRE 2020 I 6,718 shares | — | — | — | $125K | 0.2% | |
| 9.75% | — | — | — | $63K | 0.1% | |
| TRP RETIRE 2005 I 2,741 shares | — | — | — | $33K | <0.1% | |
| TRP RETIRE 2015 I 2,378 shares | — | — | — | $30K | <0.1% | |
| TRP RETIRE 2065 I 1,775 shares | — | — | — | $23K | <0.1% | |
| TRP BALANCED I 383 shares | — | — | — | $10K | <0.1% | |
| TRP RETIRE 2010 I 608 shares | — | — | — | $9K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $0 | <0.1% |
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