2023 Form 5500 filing — Henry Schein One 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 20241011175157NAL0045354738001) for Henry Schein One 401(K) Plan, reported by Henry Schein One, LLC under EIN 82-3417064 and plan number 001. It reports 1,482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175157NAL0045354738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henry Schein One, LLC
- EIN
- 82-3417064
- Plan number
- 001
- Location
- American Fork, UT
- Participants
- 1,482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,913,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,913,322
- Employer contributions
- $2,742,411
- Participant contributions
- $6,561,564
- Total income / additions
- $21,299,259
- Benefits paid
- $5,689,178
- Administrative expenses
- $160,400
- Total expenses
- $5,855,166
- Net increase / (decrease)
- $15,444,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $95,400 | $0 |
| Global Retirement Partners LLC | ADVISOR | $65,000 | not reported in the loaded dataset |