2023 Form 5500 filing — Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731080922NAL0014123683001) for Cardinal Health 401(K) Savings Plan For Employees Of Puerto Rico, reported by Cardinal Health, Inc. under EIN 31-0958666 and plan number 062. It reports 835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731080922NAL0014123683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cardinal Health, Inc.
- EIN
- 31-0958666
- Plan number
- 062
- Location
- Dublin, OH
- Participants
- 835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,123,389
- Total liabilities (EOY)
- $54,276
- Net assets (EOY)
- $46,069,113
- Employer contributions
- $1,185,411
- Participant contributions
- $2,163,873
- Total income / additions
- $11,324,668
- Benefits paid
- $2,017,971
- Administrative expenses
- $56,216
- Total expenses
- $2,072,723
- Net increase / (decrease)
- $9,251,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | RECORDKEEPER | $18,803 | $0 |
| Banco Popular De Puerto | TRUSTEE | $16,511 | not reported in the loaded dataset |
| Ary Roepcke Mulchaey, P.C. | ACCOUNTING | $8,005 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,887 | $0 |
| Groom Law Group, Chartered | ATTORNEY | $5,990 | not reported in the loaded dataset |