2023 Form 5500 filing — Cvs Health Future Fund 401(K) Plan
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 20240927094952NAL0004183314001) for Cvs Health Future Fund 401(K) Plan, reported by Cvs Health Corporation under EIN 05-0494040 and plan number 017. It reports 329,809 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927094952NAL0004183314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cvs Health Corporation
- EIN
- 05-0494040
- Plan number
- 017
- Location
- Woonsocket, RI
- Participants
- 329,809
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,588,812,025
- Total liabilities (EOY)
- $24,694,296
- Net assets (EOY)
- $27,564,117,729
- Employer contributions
- $565,851,699
- Participant contributions
- $1,092,133,890
- Total income / additions
- $5,369,601,439
- Benefits paid
- $1,982,921,021
- Administrative expenses
- $42,598,332
- Total expenses
- $2,025,806,655
- Net increase / (decrease)
- $3,343,794,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $14,920,764 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $7,636,591 | $0 |
| Mfs Institutional Advisors, Inc. | NONE | $2,596,301 | not reported in the loaded dataset |
| Columbia Management Investment Advi | NONE | $2,267,446 | not reported in the loaded dataset |
| T. Rowe Price | NONE | $2,266,926 | not reported in the loaded dataset |
| Wellington Management | NONE | $2,115,291 | not reported in the loaded dataset |
| Barrow Hanley Global Investors | NONE | $1,638,379 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $1,438,549 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | NONE | $1,246,749 | not reported in the loaded dataset |
| Snyder Capital Management, L.P. | NONE | $1,118,080 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | NONE | $1,004,897 | not reported in the loaded dataset |
| Sapience Investments | NONE | $980,603 | not reported in the loaded dataset |
| Baron Capital Management, Inc | NONE | $971,600 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $928,810 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $708,155 | not reported in the loaded dataset |
| D.F. Dent And Company, Inc. | NONE | $563,873 | not reported in the loaded dataset |
| State Street Global Advisors Trust | NONE | $155,060 | not reported in the loaded dataset |
| Shearman & Sterling, LLC | NONE | $40,258 | not reported in the loaded dataset |