Cardinal Health Stable Value Fund — Form 5500 plan (Cardinal Health, Inc.)
Plain-English plan 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, Cardinal Health Stable Value Fund is a benefit plan reported by Cardinal Health, Inc. under EIN 04-3793339 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $381,335,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cardinal Health, Inc.
- EIN
- 04-3793339
- Plan number
- 002
- Plan type
- 4
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $381,335,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240731080938NAL0036053664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $381,335,818
- Total liabilities (EOY)
- $548,701
- Net assets (EOY)
- $380,787,117
- Net assets (BOY)
- $411,925,860
Income & contributions
- Total contributions
- $0
- Total income / additions
- $11,383,298
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $901,532
- Total expenses
- $901,532
- Net increase / (decrease)
- $10,481,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Galliard Capital Management, Inc. | NONE | $331,408 | $0 | 2023 |
| Prudential Ins. Company Of America | NONE | $123,774 | not reported in the loaded dataset | 2023 |
| American General Life Insurance Co | NONE | $122,567 | not reported in the loaded dataset | 2023 |
| Pacific Life | NONE | $114,588 | not reported in the loaded dataset | 2023 |
| Transamerica Premier Life Insurance | NONE | $111,740 | not reported in the loaded dataset | 2023 |
| Royal Bank Of Canada | NONE | $97,455 | not reported in the loaded dataset | 2023 |
| Sei Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cardinal Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dublin, OH
- Galliard Capital Management, Inc. — Schedule C compensation
- Prudential Ins. Company Of America — Schedule C compensation
- American General Life Insurance Co — Schedule C compensation
- Pacific Life — Schedule C compensation
- Transamerica Premier Life Insurance — Schedule C compensation
- Royal Bank Of Canada — Schedule C compensation
- Sei Trust Company — Schedule C compensation