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Original filing (PDF)20251008084337NAL0013301554001
TEVA PR LLC
Form 5500
FILING_RECEIVED
TEVA PR LLC SAVINGS PLAN
Defined-contribution retirement plan
Active participants
74
Accounts w/ balance
262
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
9 pooled trusts
Schedule D
31 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEVA PR LLC.
Plan sponsor
Name
TEVA PR LLC
EIN
66-0638938
Address
400 INTERPACE PKWY · PARSIPPANY, NJ · 07054
Phone
(787) 655-8226
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
YANIRA ROSARIO CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $62K | — |
Investments
28 direct securities · 9 pooled funds· $34.4M(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
$24.6M
28 holdings
Common Collective Trust
$9.7M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K Mutual Fund | — | — | — | $8.0M | 23.4% | |
| iShares Russell Mid-Cap Index Fund Class K Mutual Fund | — | — | — | $5.8M | 16.8% | |
| AB US LARGE CAP GROWTH CIT P-2 ALLIANCEBERNSTEIN · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.8M | 14.0% | |
| PR CAPITAL PRESERVATION FUND BPAS TRUST COMPANY OF PUERTO RICO · EIN 66-0929359 / PN 001 | Common Collective Trust | — | — | $4.7M | 13.7% | |
| Dodge & Cox Income Fund Class X Mutual Fund | — | — | — | $2.8M | 8.2% | |
| HB&T BlackRock U.S. Aggregate Bond Index R Common Collective Trust - iShares MSCI Total International Index Fund Class K Mutual Fund | — | — | — | $2.4M | 6.9% | |
| BlackRock LifePath Index Retirement Fund Class K Shares Mutual Fund | — | — | — | $956K | 2.8% | |
| BlackRock LifePath Index 2040 Fund Class K Shares Mutual Fund | — | — | — | $939K | 2.7% | |
| BlackRock LifePath Index 2025 Fund Class K Shares Mutual Fund - BlackRock LifePath Index 2030 Fund Class K Shares Mutual Fund | — | — | — | $922K | 2.7% | |
| T. Rowe Price Inflation Protected Bond Fund I Class Mutual Fund - Vanguard Equity-Income Fund Admiral Shares Mutual Fund | — | — | — | $374K | 1.1% | |
| Victory Sycamore Established Value Fund Class R6 Mutual Fund | — | — | — | $355K | 1.0% | |
| BlackRock LifePath Index 2035 Fund Class K Shares Mutual Fund | — | — | — | $352K | 1.0% | |
| Macquarie Systematic Emerging Markets Equity Fund Class R6 Mutual Fund - MyPlanLoan Traditional Loans Participant Loans | — | — | — | $302K | 0.9% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | — | — | — | $298K | 0.9% | |
| NEUBERGER BERMAN SMALL CAP GROWTH WILMINGTON TRUST, N.A. · EIN 38-4139860 / PN 637 | Common Collective Trust | — | — | $250K | 0.7% | |
| BlackRock LifePath Index 2045 Fund Class K Shares Mutual Fund | — | — | — | $236K | 0.7% | |
| Macquarie Mid Cap Growth Fund Class I Mutual Fund | — | — | — | $232K | 0.7% | |
| BlackRock LifePath Index 2050 Fund Class K Shares Mutual Fund | — | — | — | $193K | 0.6% | |
| iShares U.S. Aggregate Bond Index Fund Class K Mutual Fund | — | — | — | $142K | 0.4% | |
| BlackRock LifePath Index 2055 Fund Class K Shares Mutual Fund | — | — | — | $60K | 0.2% | |
| DFA Emerging Markets Core Equity 2 Portfolio Institutional Class Mutual Fund | — | — | — | $54K | 0.2% | |
| DFA Real Estate Securities Portfolio Institutional Class Mutual Fund | — | — | — | $38K | 0.1% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $32K | <0.1% | |
| American Century Small Cap Value Fund R6 Class Mutual Fund | — | — | — | $32K | <0.1% | |
| BlackRock LifePath Index 2065 Fund Class K Shares Mutual Fund | — | — | — | $31K | <0.1% | |
| iShares Russell 2000 Small-Cap Index Fund Class K Mutual Fund | — | — | — | $24K | <0.1% | |
| Guggenheim Macro Opportunities Fund Institutional Class Mutual Fund | — | — | — | $18K | <0.1% | |
| BlackRock LifePath Index 2060 Fund Class K Shares Mutual Fund | — | — | — | $18K | <0.1% | |
| PGIM Global Total Return Fund - Class Z Mutual Fund | — | — | — | $9K | <0.1% | |
| Columbia High Yield Bond Fund Advisor Class Mutual Fund - Columbia High Yield Bond Fund Institutional Class Mutual Fund | — | — | — | $9K | <0.1% | |
| Principal Diversified International Fund Institutional Class Mutual Fund | — | — | — | $2K | <0.1% | |
| HB&T BLACKROCK LARGE CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MID CAP EQUITY INDEX HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK SMALL CAP EQUITY IND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK U.S. AGGREGATE BOND HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MSCI ACWI EX-US INDE HAND BENEFITS & TRUST COMPANY · EIN 74-1977743 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CIF R2 WESTERN ASSET MANAGEMENT COMPANY · EIN 95-2705767 / PN 113 | Common Collective Trust | — | — | $0 | <0.1% |