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Original filing (PDF)20251009175313NAL0016213378001
ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES
Form 5500
FILING_RECEIVED
ABBOTT PUERTO RICO RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
354
Accounts w/ balance
—
Plan assets (EOY)
$102.3M
Net assets (EOY)
$102.3M
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 93% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES.
Plan sponsor
Name
ABBOTT HEALTHCARE (PUERTO RICO) LTD. C/O ABBOTT LABORATORIES
EIN
98-1051267
Address
CORPORATE BENEFITS, D-589, AP6B-2 · 100 ABBOTT PARK ROAD · ABBOTT PARK, IL · 600646222
Phone
(847) 936-5300
Industry
Manufacturingsee all
Plan administrator
Name
SEAN TREACY C/O ABBOTT LABORATORIES
EIN
36-0698440
City
ABBOTT PARK, IL
Phone
(847) 936-5300
Plan characteristics
Plan number
003
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
3C · Not intended to be qualified
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $62K | — |
| ORIENTAL BANK AND TRUST | 66-0259436 | — | NONE | $56K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $44K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $30K | — |
| GRANT THORNTON ADVISORS LLC | 99-1856619 | — | NONE | $7K | — |
Investments
8 direct securities· $102.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Europacific Growth Fund | — | 365,632 | — | $19.6M | 19.2% | |
| American Funds Washington Mutual Investors Fund | — | 316,926 | — | $19.5M | 19.1% | |
| Harbor Capital Appreciation Fund | — | 150,810 | — | $17.1M | 16.8% | |
| AMG GW&K Small/Mid Cap Fund | — | 806,124 | — | $15.3M | 15.0% | |
| Loomis Sayles High Income Fund | — | 4,019,430 | — | $14.5M | 14.1% | |
| PIMCO Total Return Fund | — | 1,080,430 | — | $9.2M | 9.0% | |
| Redwheel Global Emerging Equity Fund | — | 475,943 | — | $5.0M | 4.8% | |
| Blackrock Liquid Federal Trust Fund | — | 2,092,050 | — | $2.1M | 2.0% |